σοφÏŒς (Sophós): A person with deep
knowledge in a specific subject
Sophós Advisors Switzerland
Customized and advanced insurance solutions
for the most demanding global families.
Bespoke protection
Liquidity solutions
Succession
Planning
Increased Control
Estate Planning
Asset Protection
We provide
top-tier life insurance products with advantages tailored to our clients' diverse needs. Sophós Advisors in Switzerland integrates specialized products, providing families and businesses with essential tools to address and support their wealth planning and risk management requirements.
We bring together
a remarkable accumulation of over 100 combined years of varied industry expertise and, with this experience rooted in the insurance sector, intergenerational planning with the use of Trusts, foundations, and other succession planning vehicles and solutions.
We offer
specialized services to our clients from our strategically located offices in Europe and the USA. Our geographical positioning enables us to be closer to our clients, enhancing our ability to deliver superior customer service and align more closely with our core mission.
Our core team
members are situated across three countries. They are fluent in several languages, including English, Spanish, Portuguese, French, Dutch, German, Polish, and Swedish, emphasizing our commitment to maintaining direct and personalized communication with our clients.
100
Years combined experience
$1.1b
Accumulated premium
$5b+
Accumulated placement
The Sophos Difference
Why choose Sophos Advisors Switzerland
Our clients benefit from the expertise of our seasoned partners, who assist with insurance matters and offer deep insights into corporate structures and other business areas.
Our team is diverse and proficient in multiple languages, fostering effective communication and understanding across different regions.
Our clients engage directly with top-level executives, eliminating the reliance on sales representatives, and guaranteeing a more personalized and focused response.
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As a truly independent broker, we are not affiliated with any specific company. This independence empowers us to concentrate exclusively on delivering the most suitable solutions to meet each client's individual needs.
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Our goal is to excel as a service provider rather than strive to be the largest. We are dedicated to offering personal and meticulous services, prioritizing the quality of our engagement with clients.
