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

FOR EXPATS and those to come

CONTACT

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

Swiss SEC-registered investment advisors for American clients

Swiss wealth managers for Canadian clients

Gestores patrimoniales suizos para clientes latinoamericanos • Swiss wealth managers for Latin American clients

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• 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 • 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 •

Services

Servicios

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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 •