The core activity of Confidema AG is the consulting and development of individually tailored insurance solutions for high net worth private clients, banks, asset managers, tax consultants and specialist lawyers. These solutions aim to increase returns from asset management while simultaneously meeting the client's needs in terms of tax optimization, succession planning and asset protection.
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Insurance solutions for asset managers, banks and family offices for wealth investment, wealth transfer and succession planning with tax considerations as well as asset protection.
Fund-Linked Policy Solutions
Fund-policy-based concepts for wealth investment and wealth transfer, with structuring options for income tax as well as gift and inheritance tax.
Tax-Optimised Wealth Transfer and Succession Planning
Structuring of wealth transfers, succession arrangements and inheritance payouts, taking into account income tax, gift tax and inheritance tax.
Asset-Protection
Insurance structures to protect private assets from liability risks and creditor claims.
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