Francesco Oliveti & Rocio Zapatero featured in Finews
ARI Financial Group Executives on Leadership in Cross-Border Wealth Planning
Zurich, Switzerland — We’re proud to share that Rocio Zapatero, Director of Business Development EMEA, and Francesco Oliveti, Managing Partner of ARI Financial Group Switzerland, were recently featured in finews.ch, a leading voice in European financial journalism.
In a detailed article titled “Swiss Liquidity for Global Legacy: How ARI Financial Group Designs Smart Insurance Structures,” the Zurich-based outlet highlighted how Rocio and Francesco are redefining the role of life insurance in high-net-worth wealth planning—especially when it comes to cross-border liquidity and succession.
A Strategic Spotlight
Finews, known for its in-depth reporting on the global banking and insurance sectors, spotlighted ARI Financial Group’s Swiss team for pioneering modern solutions in life insurance, premium finance, and international succession planning. Rocio and Francesco's expertise stood out for their ability to address the unique needs of international families who require access to compliant, tax-efficient, and jurisdictionally aligned insurance structures.
The article explores how ARI’s Swiss division is helping clients—many of whom have connections across Europe, Asia, and the U.S.—solve for one of the most critical challenges in estate planning: immediate liquidity at the time of transfer.
Thought Leadership in Action
Francesco Oliveti emphasized how premium-financed life insurance can act as a financial bridge between legacy and liquidity, enabling families to meet tax obligations and preserve assets without disruption. Rocio Zapatero added that ARI’s strategy is about more than just products—it’s about “creating peace of mind for the next generation.”
Their work in Switzerland reflects a broader vision: leveraging the country's financial stability and regulatory framework as a launchpad for global innovation in life insurance solutions. With a strong presence in Zurich, ARI Financial Group is well-positioned to expand further into key international markets, including the Middle East and Asia.
A Global Conversation
The feature in finews.ch marks an important milestone for ARI Financial Group, reflecting growing recognition from top-tier European media for our role in shaping the future of wealth preservation through intelligent, cross-border insurance planning.
