Wealth Planning

Practical Examples

The company’s co-founders and managing partners bring 60 years of cumulative working experience in the most prominent Swiss and European financial institutions. With diverse professional and personal backgrounds, they have been serving clients from most parts of the world, be it as financial analysts, portfolio and fund managers or private bankers.

Relocation & Expatriation

Together with respected law firms in various regions of the world, Goldbach Capital is advising its clients on expatriation issues. In a world of increasing tax pressure and professional mobility, relocation has become one of the most efficient tools for asset protection and estate planning.

Relocation may involve expatriating to a jurisdiction like Switzerland, Monaco, Dubai or Singapore. These jurisdictions are usually preferred for their low tax rates, political stability, safety, and investor-friendly environment. Relocation may also involve acquiring a new passport and renouncing a citizenship.

No matter what relocation route is chosen, it can prove a powerful tactic to allow clients to gain better control of their financial and personal lives.

Life Insurance

Nothing is guaranteed. You can not always be around to see your financial plans through. A life insurance policy will assure that any dependents are financially taken care of in the event that the policyholder is no longer able to oversee their family’s wealth. Ensure your estate planning is complete with a life insurance policy. Work with our advisors to choose a plan that is right for you.

A life insurance policy is an asset that should not be overlooked. Golbach Capital will help you find the life insurance policy that best fits your needs and meets your financial goals.

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