WEALTH PROTECTION – Galeon Invest

Assets are exposed to a variety of threats: Political uncertainties, family disagreements or creditor attacks on private assets are just a few examples of how assets can come under attack.

We offer the following advisory services in the area of asset protection:

Asset structuring

Effective asset structuring can help protect your assets from legal and financial risks. We help you to optimise the distribution of your assets among various banks and legal structures such as companies, foundations or trusts. This allows you to minimise risks and take advantage of tax benefits..

Asset protection plans

We create customised asset protection plans that are tailored to your specific needs and goals. We take into account your financial situation, your risk tolerance and your long-term plans. A well-thought-out asset protection plan can help you protect your assets from creditors, inheritance tax, divorce or other risks.

Companies, Foundations and Trusts

Establishing a company, foundation or trust can be an effective instrument for asset protection. We support you in setting up these structures to protect your assets from third-party access. Foundations and trusts also offer the opportunity to preserve assets for future generations and to realise philanthropic goals.

International asset protection

International asset protection offers additional ways to protect your assets. We can advise you on offshore structures, foreign bank accounts and other options to protect assets outside your home country. This can be particularly attractive in countries with a stable legal system and more favourable tax conditions.

Investment advice

We share with you the stringent investment approach of our family office, which leads to capital growth. One of our successful strategies is to invest in the highest quality companies in sectors with structural growth. Quality companies that are truly exceptional are rare in a global and competitive world and offer good protection. Since 2015, the consistently positive performance of our Family Office has been +80%, i.e. +7% p.a.

Risk analysis and insurance advice

A comprehensive risk analysis is crucial in order to take the right insurance measures to protect your assets. Our expert analyse your individual risks and offer tailor-made insurance solutions. This allows you to protect yourself against unforeseen events such as natural disasters, liability claims or illness.

These are just some of the services we offer in the area of asset protection. Every case is unique and we take the time to understand your individual needs and develop customised solutions. Our aim is to protect your assets in the best possible way and offer you financial security.

Asset structuring

Asset protection plans

Companies, Foundations and Trusts

International asset protection

Investment advice

Risk analysis and insurance advice

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