AW✚SWITZERLAND
A DIRECTORY OF SWISS WEALTH MANAGEMENT AND PRIVATE BANKING 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
PricewaterhouseCoopers Switzerland
“PwC has a long tradition of advising Swiss and international private clients, families, entrepreneurs, and family offices with complex wealth and asset situations on matters relating to legal planning, investment structuring, and tax."
Dimitar Kanev, CPA - Senior Manager - US Tax
Benjamin Brackett, CPA - Senior Associate - US Tax | Private Client Services
BFI CAPITAL GROUP BLOG - BFI INFINITY
Debt Matters!
"The primary problem for the global economy today is a massive amount of debt and deficits: money has been “free” for far too long."
Daniel Zurbrügg, CEO
LFA
Your Guide to European and Swiss High-Dividend Paying Stocks
"What makes European and Swiss high-dividend stocks so compelling? "
Paolo Panza, CEO
