AW✚SWITZERLAND

A DIRECTORY OF SWISS WEALTH MANAGEMENT, PRIVATE BANKING, AND OTHER SERVICES

FOR US, CANADIAN, AND LATIN AMERICAN CITIZENS, RESIDENTS, AND EXPATS

americanswelcome.swiss • #awswitzerland

ESTABLISH A SECOND HOME FOR YOUR ASSETS IN SWITZERLAND

Broaden your investment horizon
Globally diversify your investment portfolio
Engage a Swiss wealth manager with an international outlook, expertise, and experience
Connect with Swiss-based wealth management-related professionals
Experience excellent, personal, Swiss quality service
Enjoy the long-term political and economic stability, resilience, and discretion of Switzerland
Plan for the future
Have peace of mind
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• Foreign nationals becoming US persons • Swiss & US custodians • US tax advisors • Lawyers • Trusts, Trustees • Wealth structuring • Estate planning • Investment consulting  •

• Private placement life insurance • Family philanthropy • Family advisory • Family governance • Next Gen planning • Crossborder payments & FX risk management • 

• Swiss company formation • Single family office advisors • Real estate • Citizenship & residence planning • Swiss lump sum taxation & Swiss residency •

• Concierge services • Medical services and insurance solutions  • Fintech • Cybersecurity • Wealth management education •

• Canada-based advisors • US-based advisors • US-based broker/dealer •

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• Private placement life insurance • Self-directed individual retirement accounts • Real estate • Precious metals • Art as an asset • Theme investing - ESG - Longevity • 

• Alternative assets • Cryptocurrencies • Digital assets • 

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SPOTLIGHT

NEW on AW✚SWITZERLAND 

UMA Swiss

UMA Swiss AG specializes in trustee, wealth structuring, estate planning, and corporate services to international clients from its office in Zurich, Switzerland. We provide knowledge, support, and administrative services to entrepreneurs and their families with global assets and structures.
Geralda Kral, Managing Director & UMA Group Partner
UMA SWISS
ALPEN PARTNERS | ALPEN PARTNERS INTERNATIONAL

José Iglesias has joined Alpen Partners | Alpen Partners International as Partner

JOSÉ IGLESIAS
BFI INFINITY 

Perspectives

“There May Be Trouble Ahead": Another Banking Crisis in the Making 

BFI Infinity is a member of the BFI Capital Group
Daniel Zurbrügg, CEO
BFI INFINITY
NEW thriller from best-selling author christopher reich

MATTERHORN

"A sudden family death and an old nemesis bring retired agent Mac Dekker in from the cold in this alpine thriller from New York Times bestselling author Christopher Reich.

Robbie Steinhardt lives a peaceful life. A fixture of his small alpine village, he tends cattle, minds his own business, and doesn’t dwell on his former life and the family and lover he left behind―back when he was Mac Dekker, CIA.

But when he learns his son Will died following in his footsteps, he needs answers. What mission took Will up into the alpine heights, and why is Ilya Ivashka on the same trail? Ilya―his close friend, his rival in love. Ilya, who framed Mac for treason and sent him into hiding.

Wiping away the years, Mac returns to the field to find the secrets Will hid and finds himself facing the Herculean task of stopping a terrorist plot that threatens thousands. But in a field of double agents, who can he trust?"

MATTERHORN - CHRISTOPHER REICH
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AW✚SWITZERLAND RECEIVED THE WEALTHBRIEFING SWISS AWARDS  
2021 FOR THE BEST MARKETING CAMPAIGN   ·   2023 FOR THE BEST USE OF SOCIAL MEDIA
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