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Manage your accounts with our Internet Banking platform, keep your assets safe, take advantage of our Swiss tradition of banking privacy, protect your capital and use all the international banking services of a leading offshore bank.
Learn more about Offshore Banks, Tax Havens, Asset Protection, Private Banks, Financial privacy, Investment diversification, International banking, Safety and security, Tax free banking and Banking Havens in this site.
"Bancoii Offshore bank - not only for millionaires. "
Wealth
transfer
Your wealth from forces that can erode your assets (taxes, control and ownership
issues) and you wish pass it to the people who deserve it most – your
family.
Focusing as we do on wealthy individuals and families worldwide, Bancoii offers
a wide combination of wealth transfer planning experience and wealth transfer
implementation expertise solutions.
Trust and Foundation Set up and Management Services. Forming a Foundation or
a Trust can help you protect your wealth from taxes. It’s also one of
the most effective ways to provide for your loved ones without giving them
control
of your assets. A Foundation or a Trust also gives you a flexible, tax efficient
way to arrange for specific assets to be held for the benefit of others. As
part of this service we will introduce you to Foundation and Trust specialists,
handle all the paperwork and ongoing management on your behalf, and explain
how you can act as a joint trustee, should you wish to be involved in the administration
of the Foundation or Trust. You may find more information in Foundations and
Trust.
Estate Administration. Administering an estate is a lengthy process of information
gathering and paperwork, calculations and correspondence, accounts and settlements.The
Executor needs to value the estate, apply for the Grant of Representation/Probate,
collect the assets, settle taxes due, settle/transfer property, and provide
a detailed
statement at the end of the estate. We can administer your estate efficiently
and friendly, helping you and your family cope during a stressful and difficult
time.
An ease with complexities. Many of our clients own assets of diverse kinds
in diverse jurisdictions. We understand the complex issues involved, and we
have proved again and again that we can help entrepreneurs with multifaceted
wealth achieve their objectives.
Execution together with advice. If you transfer your assets through a trust
we can act as your advisor as well as your corporate trustee. In addition to
core competencies in tax compliance and administration, we have skills in managing
assets of virtually every kind-not only marketable securities, but also real
estate, closely held business interests, and oil, gas and mineral properties.
Managing the intricacies of family dynamics. We can advise you on ways to prevent
family discord from seriously eroding your wealth. Our fiduciary professionals
frequently serve as educators, counselors and diplomats as they dispense advice,mediate
disputes and balance the interests of beneficiaries.
Process:
Our wealth transfer business is built on a three-step process:
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We use state-of-the-art tax strategies to “squeeze and freeze” the value of the estate.
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We determine the best source of liquidity to satisfy remaining estate tax liability.
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If appropriate, we provide the best possible insurance product to address intractable estate tax liquidity needs.
