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
• Foreign nationals becoming US persons • Swiss & US custodians • US tax advisors • Lawyers • Trusts, Trustees • Wealth structuring • 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 •
• 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 •
NEW on AW✚SWITZERLAND
SPENCER WEST (Switzerland) GmbH
Gregory Walsh, Partner
ALPEN PARTNERS | ALPEN PARTNERS INTERNATIONAL
Christian Helbling has joined Alpen Partners | Alpen Partners International as Partner
HYPOSWISS ADVISORS
Review & Outlook April 2024
Elio Barzilay, General Manager
