Welcome
Thank you for visiting our website and welcome to iadvisors. Let me briefly outline what we are all about:
iadvisors is an independent, privately-owned advisory firm with offices in London, Luxembourg, Copenhagen and Marbella. We are a specialist firm that focuses on advising select clients on wealth protection and on providing exclusive project management on all aspects related therewith.
Our wealth project management is offered for individuals and their families, when moving from one European country to another cooperating with the lawyers, accountants and bankers of the countries affected. We aspire to add skill, wisdom and thought to the factual and legal starting points. Our aim is to always respond quickly, in a relevant way and avoid unnecessary delays in dealing with your particular situation.
iadvisors is licensed and supervised by Finanstilsynet, the regulatory authority in Denmark, for the conduct of pension- and life insurance advisory activities. In addition to Denmark, iadvisors is authorized to presently operate these activities on a cross border basis in eight other European countries.
An important part of what we do is to arrange for the consolidation of financial assets into tax efficient and flexible structures using EU life insurance structures, also referred to as ‘privatbancassurance’. These solutions and products aim to optimize tax and investment planning while at the same time being transparent, regulated and commonly accepted within the EU.
In addition iadvisors offers in depth practical emigration information in each country, i.e. tax efficiency, and advice on financing of real estate via preferred partner banks with whom we also typically introduce our clients to the banks asset management services.
Finally, it is important for you to know that iadvisors work for you either on a commission basis or on an agreed fee, or a combination of the two, and always with the clients written agreement through our own ‘mandate letter’.
iadvisors has been building lasting relationships since 1995 with clients and business partners alike and we look forward to being of assistance to you.
Per Troen, Chairman