Alpen Partners International AG

Personalised Wealth Structuring for Global Families & U.S.-Connected Investors

Alpen Partners International AG is a Swiss-based independent wealth management firm known for its expertise in Private Placement Life Insurance (PPLI), Private Placement Variable Annuities (PPVA), and sophisticated cross-border financial planning. With headquarters in Zürich, and offices across Switzerland, the firm serves a global clientele with an emphasis on U.S.-connected individuals, international entrepreneurs, and family offices.

Quick Snapshot

- Company Name: Alpen Partners International AG
- Headquarters: Zürich, Switzerland
- Founded: 2017 (SEC registration granted in 2020)
- Swiss Offices:
  - Zürich (Seefeldstrasse 225, 8008)
  - Geneva, Lugano, Bäch/Wollerau
- Employees: 28 (as of March 2024)
- Regulatory Status:
  - SEC-registered investment advisor
  - Supervised in Switzerland by AOOS (a FINMA-recognized SRO)
  - FINMA license application submitted, pending approval as of May 2025
- Assets Under Management: Approx. $1.0 billion (as of March 2024)
- Minimum Investment Threshold:
  - Standard: CHF/€1 million+
  - Some services available from USD 500,000
- Target Clients:
  - High-net-worth individuals (HNWIs)
  - U.S. taxpayers & expats
  - Global entrepreneurs
  - Cross-border families and family offices

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Services Overview: Cross-Border Planning with Life Insurance

At the core of Alpen Partners’ offering is a highly tailored approach to wealth planning. Their independent model allows for customized strategies, with a focus on tax-efficient, regulation-compliant insurance structures that align with client objectives across jurisdictions.

Private Placement Life Insurance

Designed for HNWIs seeking tax-deferred growth
Helps facilitate estate planning, wealth transfer, and confidentiality
Compatible with a wide range of underlying assets, including alternative investments
U.S.-compliant structuring with careful attention to IRS and FATCA/CRS obligations

Private Placement Variable Annuities

Tailored for U.S. persons with passive investment portfolios
Reduces UBIT exposure in tax-inefficient structures
Useful for retirement, philanthropic vehicles, and long-term holding strategies

Wealth Structuring & Planning Solutions

Customized entity planning via trusts, holding companies, and foundations
Support for cross-border business owners and family succession strategies
Access to open architecture investment platforms and independent custodians

Custodian & Banking Relationships

Alpen Partners collaborates with top-tier custodians, enabling seamless global asset management:

Switzerland: UBS, Credit Suisse, Julius Baer, Pictet
Europe: Luxembourg & Liechtenstein-based platforms
U.S. Platforms: PPVA-compliant custodians and broker-dealers
Asia: Collaborations with institutions in Singapore and Hong Kong

Ideal Client Profiles

Alpen Partners International AG is ideally suited for clients with sophisticated financial needs and multi-jurisdictional exposure:

HNW/UHNW individuals and families
U.S. citizens/residents with global investments
Entrepreneurs managing cross-border businesses
Independent advisors and external asset managers seeking a partner in Swiss-based solutions

Common Use Cases Include:

- Long-term tax deferral through compliant PPLI/PPVA
- Multi-generational wealth transfer
- Cross-border asset protection and estate planning
- Enhanced privacy and investment flexibility

Regulatory Transparency

Alpen Partners operates with a commitment to transparency and full regulatory alignment.
While the firm is currently supervised by AOOS, a Swiss self-regulatory organization, it has formally applied for a FINMA license, which is pending as of May 2025.

Disclaimer: Alpen Partners International AG is not currently FINMA-licensed. Clients should verify regulatory status prior to engagement.

Why Choose Alpen Partners?

Independence: No bank ownership, fully client-aligned
Global Vision: Over 30 countries served
Specialist in U.S. Clients: SEC registration and deep understanding of FATCA/UBIT/IRC compliance
Discretion & Service: Boutique approach with institutional knowledge
Integrated Planning: Wealth, tax, legal, and legacy all under one roof

How Alpen Partners Compares

Provider	Headoffices	Min. Invest	U.S. Client Focus	FINMA Status	Core Solutions
Alpen Partners International AG	Zürich	€500K–€1M+	SEC-Registered	AOOS (FINMA license pending)	PPLI, PPVA, Cross-border Wealth Structuring
Swiss Life AG Zürich	Zürich	CHF 1M+	Limited	Fully FINMA Licensed	Traditional Life & Pension
Lombard International	Luxembourg	€1M+	(via PPVA)	CAA Regulated (Lux)	PPLI, PPVA, Unit-Linked
Swisspartners Insurance	Liechtenstein	€1M+		FMA Regulated (FL)	PPLI, PPVA
Swissquote Life	Switzerland	€250K+		FINMA Licensed	Digitally Managed Policies

Conclusion

For internationally active investors—particularly U.S. clients seeking tax-advantaged structures like PPLI and PPVA—Alpen Partners International AG offers the agility of a boutique firm with the expertise of a global player. With full transparency, open architecture, and a deep bench of cross-border wealth planning professionals, it stands out among Switzerland’s elite wealth structuring providers.

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