BFI Consulting

BFI Consulting

BFI Consulting: Swiss-Based Specialist in Global Wealth Structuring and Insurance Solutions

Founded in 1993, BFI Consulting is a Swiss-based, independent advisory firm offering highly tailored wealth planning services for internationally active clients. With a strong foundation in regulatory compliance and a reputation for discretion, BFI focuses on long-term asset protection, tax efficiency, and cross-border legacy planning.

The firm specializes in Private Placement Life Insurance (PPLI), Private Placement Variable Annuities (PPVA), and integrated wealth structuring strategies. Headquartered in Zurich, BFI is licensed by FINMA as a professional Portfolio Manager and operates under the direct supervision of FinControl Suisse Ltd, Switzerland’s supervisory organisation for asset managers.

Company Snapshot

Name: BFI Consulting
 Headquarters: Zurich, Switzerland
 Founded: 1993
 Ownership: Privately owned, fully independent
 Regulatory Status: Licensed Portfolio Manager (FINMA); Supervised by FinControl Suisse Ltd
 Minimum Investment: CHF/€1 million+ (from $500,000 for select solutions)
 Client Base: HNWIs, international families, cross-border professionals, U.S.-connected individuals
 Core Services:

  • Private Placement Life Insurance (PPLI)
  • Private Placement Variable Annuities (PPVA)
  • Multi-jurisdictional Wealth Structuring
  • Asset Protection & Estate Planning
     Geographic Coverage: Europe, North & South America, Asia-Pacific
     Assets Structured: Significant assets under advisory (as of 2025)

Request a Secure Introduction

Interested in working with BFI Consulting to structure a global insurance-based wealth plan? Swssco offers trusted introducer access with a focus on discretion and alignment with your advisors.

 



Solutions & Advisory Services

BFI Consulting provides deeply customized wealth and insurance planning for internationally exposed clients, with a focus on regulatory efficiency and structural integrity.

Their Core Offerings Include:

  • PPLI (Private Placement Life Insurance):
     Tailored for estate continuity, tax deferral, and discreet long-term wealth protection.
  • PPVA (Private Placement Variable Annuities):
     U.S.-compliant structures suited to tax-neutral investment growth and hedge fund access.
  • Global Wealth Structuring:
     Solutions using trusts, foundations, and holding companies across multiple legal systems.
  • Custodial Flexibility:
     Works with major private banks and custodians globally through open-architecture partnerships.
  • Tax Compliance:
     Structures fully align with CRS, FATCA, and Swiss AML obligations.

Regulatory Integrity & Investor Protection

Operating in one of the world’s most secure financial jurisdictions, BFI Consulting is:

  • Licensed as a Portfolio Manager by FINMA
  • Supervised by FinControl Suisse Ltd, a recognized Swiss supervisory body
  • Committed to the highest standards in AML, cross-border compliance, and client transparency
  • Free from product or carrier bias—offering truly independent advice

 

Why Choose BFI Consulting?

We refer clients to BFI Consulting when trust, neutrality, and technical competence are paramount. Their advisors bring a blend of Swiss precision and international experience, making them especially suitable for clients with U.S., LATAM, or multi-jurisdictional profiles.

Their independence ensures that clients receive unbiased strategies, supported by licensed insurance partners and compatible with global asset managers.

Ideal Client Profile

Minimum Investable Assets: €1M+ (or $500,000 for selected annuity-based services)

Best Suited For:

  • International entrepreneurs and families
  • U.S.-connected individuals and cross-border taxpayers
  • Trustees and wealth advisors seeking tailored PPLI/PPVA strategies
  • Family offices requiring global insurance-based planning

Common Planning Objectives:

  • Tax-deferred growth and wealth transfer
  • Structuring for succession and asset protection
  • CRS/FATCA-compliant privacy solutions
  • Pre-immigration and global mobility planning

 

Watch BFI Consulting Official Video

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Supported Custodian Platforms

BFI’s insurance solutions integrate with globally trusted custodians, including:

  • Switzerland: Zurich, Geneva private banks
  • Liechtenstein & Luxembourg: Regulated PPLI carriers
  • USA: SEC-compliant annuity platforms
  • Asia: Singapore-based private wealth institutions

 

Download: Top 5 Investment-linked insurance Providers Comparison Sheet

Benchmark the Top PPLI Platforms in Switzerland, Liechtenstein & Luxembourg
Compare key providers across jurisdictions to find the best fit for your wealth planning needs.

 


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