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BFI Capital
April 28, 2020

What is Swiss Wealth Protection?

Daniel Zurbrügg explains our understanding of what wealth protection is, and how the Swiss approach is somewhat different. Contrary to the ordinary wealth management service that Americans are used to, where the sale of standardized products and sales are the focus of advisors, the Swiss approach is much more personalized and focused on solutions tailored to specific needs.

https://www.youtube.com/watch?v=nN5mk2A-txU

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