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Who we are

We are a boutique Life Insurance Broker and Banking Concierge.

The professionals at IWS have over 20 years of experience working with high-net-worth individuals, delivering tailored and effective solutions for their complex needs and family dynamics.

We offer a highly specialized and trusted perspective in an increasingly uncertain world.

As experts in various wealth solutions, we collaborate with renowned and highly qualified partners globally in the fields of asset management, succession planning, and tax planning.

This extensive expertise provides clients with a dependable foundation that transcends regional and national boundaries, granting them the freedom and flexibility to meet their unique needs.

Life Insurance Brokerage

Exclusive Private Placement Life Insurance (PPLI) Solutions

We offer tailored Private Placement Life Insurance (PPLI) contracts designed to optimize tax efficiency, succession planning, and asset protection.

Our expertise extends to providing comprehensive advisory services on legal and tax matters related to insurance structures, ensuring compliance and strategic benefits for our clients. With a strong focus on stability and long-term relationships, we deliver customized solutions that align with your financial goals and safeguard your wealth for future generations.




Banking Concierge

  • Tailored Solutions and Exclusive Service

    We are your reliable partner for bespoke banking relationships. With a first-class network of renowned private banks in Switzerland and internationally, we provide you with access to the finest financial solutions worldwide.

  • Our Commitment

    Our goal is to work with you to identify the bank that best meets your individual needs and requirements. We are also well-versed in handling complex jurisdictions such as the United Arab Emirates, the Bahamas, and US-connected regions.

  • Comprehensive Support Throughout the Process

    From selecting the right bank to preparing the onboarding process and ensuring successful account opening – we guide you through every step. Even after the process is completed, we remain at your side to ensure seamless collaboration with your bank.

  • Why IWS

    • Years of expertise and in-depth market knowledge
    • Exclusive partnerships with leading private banks
    • Discretion and reliability at the highest level


    Contact us to learn more about our services. Together, we will find the ideal solution for your financial needs.





Consulting

  • RELOCATION

    Take advantage of IWS's relocation services in destinations such as Dubai, Monaco and Switzerland - among others.

  • INVESTMENTS

    Leverage the expertise of IWS's esteemed partner, which provides completely transparent, easily accessible, adaptable and compliant strategic funds.

  • CRYPTO

    We fiat-ise your Cryptos through a direct access to a regulated Swiss Exchange.

  • FIDUCIARY SERVICES

    We guide you finding the best wealth planning structure (foundations, trusts and companies).

  • COMPLIANCE

    Maximize the benefits of IWS's expertise to create a thorough and compliant Know Your Customer (KYC) documentation.