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About The Private Insurance Atelier

PUELZ Private is boutique insurance advisory firm 

offering bespoke solutions for high net worth individuals

entrepreneurs, and family offices. We specialize in 

private insurance, international asset protection, and 

global risk strategies with absolute discretion. 

Our services are tailored to protect significant wealth — from real estate and yachts to fine art and 

international portfolios. Based in Germany, operating 

worldwide.


SLegacy Strategy Design

80%

IGlobal Asset Protection

100%

Family Advisory Consulting

70%

Private Market Hedging 

85%

TInternational Tax Structuring

60%

Some Facts

Behind every number lies relationship built on trust.
From exclusive advisory to global investment protection, we 

discreetly serve clients across borders and generations.
These are not just figures — they are milestones of commitment and excellence.

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PRIVATE CLIENTS

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EXPERT ADVISORS

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ASSET STRUCTURES MANAGED

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COUNTRIES WE OPERATE IN

Bespoke strategies. Global vision. Absolute discretion.

Investment

Tailored investment insurance 

strategies for high-alue portfolios, private equity, and global holdings.

Consulting

Strategic insurance consulting 

for entrepreneurs, family offices, 

and legacy wealth structures.


Retirement

Discreet retirement planning 

and life cover for affluent 

individuals and international 

residents.

Strategy

Bespoke risk architecture that 

aligns with your personal, 

corporate, and generational 

goals.

Loans

Asset-backed insurance support for 

large-cale financing, business acquisitions, and cross-border ventures.

Research

Ongoing analysis of markets, 

risk environments, and geopolitical 

shifts – all tailored to your portfolio.

Be Part of The Private Insurance Atelier

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The Private Insurance Atelier Advisors

John Ried

Senior Advisor

Maya Logan

Senior Advisor

Sam Davis

Senior Advisor

The true measure of our work lies in the words of those we serve. 

Our clients value discretion, trust, and clarity — and they find all three with us.

Reviews


I’ve worked with many advisors, but none have matched the level of discretion and 

strategic clarity offered by PUELZ Private. They don’t just insure assets — they protect legacy.”


Private Client - London



Their insight into cross-border structures and wealth protection is second to none. It feels more like private 

relationship than financial transaction.”


Family Office - Zürich


From day one, they treated my family and my collection with absolute care. Their team 

made the complex feel elegant — and the service feels timeless.”


Entrepreneur & Art Collector – New York