FINANCIAL PLANNING

Alpenrose’s goal is to help our clients structure their finances in order to fulfil three objectives:

• Protect the assets
• Grow the assets
• Optimize taxes

To achieve this goal, Alpenrose uses an extensive network of legal, tax and accounting specialists around the world. Our clients come from over 30 countries, and we are able, either directly or through one of our partner companies, to provide the right independent advice that will help them institute the most efficient structure to achieve these three objectives.
Our strategy is to gain an in-depth understanding of our clients’ personal situation so as to be able to set up an investment portfolio and, working with legal, tax and accounting advisors, a corresponding structure that will be as efficient as possible. We continuously monitor the structures and investments chosen to ensure that they always suit the evolving needs of our clients.