David Wallace Wilson quoted in Bilan


David Wallace Wilson was interviewed by Bilan, the leading Swiss-French economic magazine, for the article "Résider dans un paradis fiscal, un enfer bancaire".

David discusses the tools available to high-new worth families for succession planning and tax optimisation (foundations, trusts and private investment funds). He also comments on more sophisticated instruments such as securitization trusts and private placement life insurance (PPLI).

This article was published as part of Bilan's 2023 rich list edition, Bilan 300 – Les plus grandes fortunes de Suisse.


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