A Personalised Approach to Protecting Legacies
At 1291 Group, we are dedicated to creating bespoke insurance-based wealth protection solutions tailored to the needs of high-net-worth individuals and families, as well as the advisors who serve them. Named after the founding year of Switzerland (1291), our brand embodies the values of independence, protection, and adherence to the rule of law—principles we uphold to secure the assets and interests of you or your clients worldwide. Since 2000, we have been a trusted partner to hundreds of families globally, delivering multi-generational strategies tailored to their unique needs and evolving circumstances.
About Us
With offices in more than 10 locations and licenses in over 35 countries, we bring global expertise to you or your clients. We work with more than 50 insurance companies across 16 jurisdictions and offer tax-compliant solutions in over 60 countries. Our team of highly skilled professionals, with deep knowledge in wealth protection, international tax, legal, and compliance matters, collaborates with you—whether you are an advisor (such as a lawyer, tax advisor, or private banker) or a client—to design plans that fit your or your clients’ lives. We partner with leading banks, asset managers, and law firms to ensure wealth is secure, designing compliant protection plans that integrate seamlessly with structures like trusts, foundations, and companies.
Our Mission
We’re here to safeguard your assets and interests, focusing on what matters most to you: privacy, asset protection, tax efficiency, estate planning, and family governance. Our flexible, compliant insurance-based solutions are designed to evolve with you—whether stand-alone or combined with trusts, foundations, and companies—to protect your wealth across multiple generations.
Introducing the PATEC Framework
High net worth individuals and families face complex challenges in managing and transferring wealth, particularly across multiple jurisdictions. To address these issues, 1291 Group developed the PATEC framework, an innovative approach to design and protect legacies. PATEC represents five key pillars, each tailored to meet the specific financial needs of you or your clients:
- Privacy Protection: We provide robust privacy through compliant structures, ensuring financial affairs remain confidential and secure.
- Asset Protection: Assets are legally protected, safeguarding them from external threats and uncertainties.
- Tax Planning: We optimize tax positions to enhance net returns, allowing wealth to grow more effectively over time.
- Estate Planning: We facilitate a seamless transfer of assets to future generations by segregating them from the general estate, simplifying the process.
- Cash and Liquidity: We ensure access to liquidity when it matters most, providing financial flexibility during critical moments.
The PATEC framework seamlessly integrates these pillars into a cohesive, tailored strategy, offering comprehensive wealth protection that adapts to evolving circumstances.
Beyond PATEC
Our solutions can offer the flexibility to invest in a wide range of investments, including hedge funds, private equity, real estate, cryptocurrencies, and collectables. We can help you or your clients diversify across currencies and jurisdictions to reduce risk, consolidate global portfolios into one structure for simpler management and reporting, and ensure portability in case of relocation.
Get in touch
We’re committed to the success of you and your clients. The PATEC framework is the foundation, and we’re here to empower you or your clients with the tools to navigate financial futures confidently. To learn more about how 1291 Group can support your wealth protection needs or enhance your client offerings, contact us today to schedule a consultation or explore how our PATEC framework addresses your unique circumstances.