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

ESTABLISH A SECOND HOME FOR YOUR ASSETS IN SWITZERLAND

Broaden your investment horizon

Mitigate home-bias risk with a globally diversified portfolio

Seize opportunities in Switzerland and beyond

Engage a Swiss wealth manager with an international outlook, expertise, and experience

Build a network of top-tier Swiss-based wealth management professionals

Revel in the personalized, high-quality service that Switzerland is famed for

Benefit from Switzerland's long-term political and economic stability, resilience, and discretion

Plan for the future • Enhance your lifestyle • Have peace of mind

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• Foreign nationals becoming US persons • Swiss & US custodians • US tax advisors • Lawyers • Trusts, Trustees • Wealth structuring • Estate planning • 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 •

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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 • 

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SPOTLIGHT

THE NESTMANN GROUP LTD. USA

3 Investment Plan B Lessons Learned in Switzerland

Written by Brandon Rowe
THE NESTMANN GROUP
bfi infinity

US Consumers Under Siege 

"In mid-June, President Biden posted the following on his X account: “Zero. That was monthly inflation in May. There is more to do still, but this is welcome progress.” Do you believe it? This statement is entirely misleading."
BFI Infinity is a member of the BFI Capital Group
Daniel Zurbruegg, CEO
BFI INFINITY
AW✚SWITZERLAND - US-BASED ADVISORS

Did you know...

...that AW✚SWITZERLAND also has a US-BASED ADVISORS section listing American financial advisors, wealth managers, CPAs, lawyers, estate planners, etc. with an excellent Swiss network of SEC-registered investment advisors and other professionals and can bring international and jurisdictional investment diversification closer to their clients in the US? Check them out!
US-BASED ADVISORS
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AW✚SWITZERLAND RECEIVED THE WEALTHBRIEFING SWISS AWARDS  
2021 FOR THE BEST MARKETING CAMPAIGN   ·   2023 FOR THE BEST USE OF SOCIAL MEDIA
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