Swiss-based US tax advisors Pre-planning for foreign nationals becoming US persons Crossborder payments & FX risk management Swiss & US custodian banks Lawyers - Legal services Trusts, Swiss trustees Wealth structuring, estate planning Investment consulting Private placement life insurance Family philanthropy Family advisory Family governance Next Gen planning Swiss company formation
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
Single family office advisors Real estate Citizenship & residence planning Swiss lump sum taxation & Swiss residency Immigration planning Relocation & moving services Concierge services Luxury Lifestyle Medical services and insurance solutions Fintech Cybersecurity Wealth management education Canada-based advisors with a Swiss network US-based advisors with a Swiss network
Specialized Investments
NEW ON AW✚SWITZERLAND - US-BASED ADVISOR
CAPVIEW ADVISORS, Coral Gables FL, for international investment advisory, has a strong Swiss network.
Oliver E. Hohermuth, CEO
ALPEN PARTNERS INTERNATIONAL
Alpen Partners International (SEC-registered as an investment advisor) is an awards finalist in the Category "Solutions for International Americans" from the Family Wealth Report Awards 2025.
WHVP
Why More Americans Are Turning to Offshore Banking
BFI BULLION
Gold - The Portfolio Stabilizer Reaffirmed Once Again
BFI Bullion is a member of the BFI Capital Group
Scott Schamber, Managing Director
HENLEY & PARTNERS
Global Citizenship Forum: Zurich
Tuesday, 27 May 2025, Park Hyatt
"We cordially invite you to attend this distinguished forum, where we delve deep into sophisticated private wealth strategies and cross-border planning solutions.
Our esteemed speakers will explore key themes, including investment migration trends, regulatory changes, and the evolving concept of citizenship within Europe.
Attendees can expect invaluable insights into navigating complex financial landscapes, optimizing investment strategies, and harnessing the power of international mobility and education."
Jacopo Zamboni, Director, Client Advisor, Zurich Office
