AW✚SWITZERLAND

A DIRECTORY OF SWISS WEALTH MANAGEMENT AND PRIVATE BANKING SERVICES

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

americanswelcome.swiss  •  americanswelcome-expats.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

•  Foreign nationals becoming US persons  •  Swiss & US custodians  •  US tax advisors  •  Trusts, Trustees  •  Lawyers  •  Wealth structuring  •  Private placement life insurance  • 

•  Self-directed individual retirement accounts   •  Swiss company formation  •  Real estate   •   Citizenship &  residence planning  •  Single family office advisors  •  

•  Crossborder payments & FX risk management  •  Precious metals  •  Art as an asset  •  Medical services and insurance solutions   •  Theme investing  - ESG - Longevity  • 

 •  Alternative assets  •  Cryptocurrencies  •  Digital assets  •  Fintech  •   Cybersecurity  •  Wealth management education  •  

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

Services
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SPOTLIGHT

NEW ON AW✚SWITZERLAND

SIP Medical Family Office

Kevin Bürchler - Managing Director
Marie Modini - Head of Key Accounts
LATINOAMERICANOS
NUEVO EN AW✚SWITZERLAND - LATINOAMERICANOS

LFG Investment Consulting SA

Lugano y Zúrich

LATINOAMERICANOS
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AW✚SWITZERLAND is winner of the WealthBriefing Swiss Awards 2021 for the BEST MARKETING CAMPAIGN
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