Beethovenstrasse 24, 8002 Zurich
PH Molon Tower
Piso 5, Calle Aquilino de la Guardia
0819-10660, El Dorado
Ciudad de Panamá, Panamá
1291 Group Latam Ltd is based in Panama City, Panama. We focus on bespoke wealth planning advisory, specializing in international life insurance and investment solutions. 1291 Group Latam serves individuals and intermediaries domiciled in Mexico, Central-, South America and the Caribbean.
We aim to optimize our clients' privacy, asset protection, taxation, compliance and estate planning. We work in close cooperation with private banks, asset managers, law firms and tax professionals. We offer tax-compliant solutions for clients from most Latin American countries, helping protect their wealth and achieve their goals.
As a member of the 1291 Group we can tap into a vast knowledge-network of professionals, lawyers, financial specialists and international tax experts.
1291 Group was founded in 2000 and is licensed in over 35 countries. We work with more than 50 insurance companies in 16 jurisdictions and offer tax-compliant solutions in over 60 countries.
I am a Partner based in 1291 Group’s office in Zurich
since 2013, focusing on European and international clients. I have a degree in Economics and International Sport management, as well as
licenses from FINMA and the FMA to provide insurance advisory and
brokerage services.
With over 25 years of experience in the financial and insurance industry, I bring expertise honed across Europe, the US and the Latam Region, advising high-net-worth (HNW) clients. I specialize in PPLI and IUL including international portability of HNW families. I am an established insurance specialist in Switzerland and have over 20 years experience in the industry. In my free time, I enjoy sports with my family, including tennis, winter sports, and golf.
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