Zurichstrasse 103e, 8123 Zurich-Ebmatingen
BFI Consulting is a member of the BFI Capital Group.
Structure before allocation.
The foundation of a successful investment strategy is a resilient structure. It protects your wealth from frivolous lawsuits and other 'wealth predators'; it minimizes tax burdens, and it ensures that, first and foremost, your loved ones benefit from what you have built.
BFI Consulting is an independent, privately owned financial advisory firm, established in 1993. Orchestrating our group's interdisciplinary skills, and our international professional network, we provide our clients with bespoke wealth strategies and solutions. Very selectively, we offer family office services to clients with complex ownership structures and cross-border planning circumstances.
I have worked for a Swiss private bank prior to joining BFI in 2000. During my tenure I have gained profound experience in trust and estate planning as well as regulatory considerations. I hold a Bachelor's degree from the Equinoctial Technological University of Ecuador, and a Master of Laws (LL.M.) from the University of London. I also hold a Trust and Estate Practitioners qualification (TEP) and am a member of the Swiss branch of the Society of Trust and Estate Practitioners.