Estably & Vienna Life
The high-performance combination for your assets
The Private Wealth Policy offers exceptional flexibility in the areas of pension and estate management as well as financial and wealth management.
The insurance wrapper gives you a number of tax advantages, such as the omission of the final withholding tax.
Private Wealth Policy as an all-in-one solution
Your assets in excellent hands
Our aim is to offer your assets a better return passive forms of investment such as ETFs or index funds.
Equities dominate all other investment opportunities over a long period of time.
Thanks to its stable economic and political framework, the Principality provides optimal conditions for the safe investment of assets.
Minimum investment amount:
1.5% p.a. + 10% performance fee
Frequently asked questions
The minimum investment amount is €100,000. Further additional payments are possible at any time by application.
Your securities are held outside the EU in a custody account at the Liechtensteinische Landesbank (LLB).
Our portfolios consist of hand-picked individual stocks, which are supplemented with our in-house bond fund depending on the strategy.