BFI Consulting - Page 2

S.A.F.E. Choice refers to BFI Consulting’s set of services that focus on insurance based wealth preservation solutions, which combine Solidity, Asset protection, investment Flexibility and efficient Estate planning capability. It’s never the wrong time to adopt a S.A.F.E. Choice strategy A S.A.F.E. investment strategy integrates four critical elements of international wealth preservation: Solidity: The fundamental value of your overall strategy will hinge on: The fundamental strength and safety of the countries and currencies you invest in, The institutional safety and service excellence of the financial and legal service providers you choose, The safety of the investments, legal structures and the asset allocation selected. Asset Protection: Regulations worldwide are increasingly diminishing privacy and safety via ever more complex legal frameworks and government intervention. Furthermore, frivolous lawsuits abound. In this environment legal protection from creditors, various forms of seizure and forced repatriation is essential. When applied correctly, solid legal barriers and confidentiality rules as found in Switzerland or Liechtenstein can protect you, legally and firmly. Flexibility: It is essential to remember that an investment strategy is never final and that a wealth preservation plan does not imply passively sitting tight and foregoing opportunities for growth and capital gains.

Your portfolio must be structured to allow for rapid reallocation and adjustment to changing market and legal realities. Remember that retaining a sufficient level of liquidity and responsiveness is the key to long-term true wealth preservation. Periodic market corrections can be unique windows of great capital gains opportunities! Estate Planning Capability: If you do not plan how your assets will be passed on to your beneficiaries, the chances are great that it will not happen according to your wishes. For instance, many countries levy considerable estate taxes that will eat away the benefits. ..Various international investment vehicles and structures allow for solid and convenient estate planning. They ensure that your loved ones will benefit - nobody else… Choice: BFI Consulting AG provides independent advice and support at defining a strategy and selecting the right service providers and products. Our experience and the international network of institutions and professionals built over the years enables us to select from a unique, worldwide network of experienced and trusted specialists and institutions. Thus, where standard approaches do not suffice, we can help you develop solutions that are tailored to your specific needs. We focus on safety while retaining an adequate level of growth and capital gains opportunities.