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

henley & partners

Global Citizenship Forum Miami 2024

19 September 2024, The Fontainebleau, Miami

Join us as we unpack the latest trends, regulations, and opportunities shaping this dynamic field. Engage with top-tier experts, legal scholars, governments and the industry pioneers as they share invaluable insights on investment migration strategies, compliance frameworks, and the evolving concept of global citizenship.

Book now to secure the super early-bird rate! 

GBP 899 /  USD 1, 170**based on current exchange rate

HENLEY & PARTNERS
BFI INFINITY

Don't Lose sight of BRICS and the Threat of De-dollarization

BFI Infinity is a member of the BFI Capital Group
Daniel Zurbruegg, CEO
BFI INFINITY
HYPOSWISS ADVISORS

Review & Outlook July 2024

HYPOSWISS ADVISORS
BFI BULLION

🙌 𝐓𝐎𝐏 𝟑 𝐑𝐄𝐀𝐒𝐎𝐍𝐒 our clients choose us:

𝟷. They have direct, 𝐔𝐍𝐄𝐍𝐂𝐔𝐌𝐁𝐄𝐑𝐄𝐃 𝐎𝐖𝐍𝐄𝐑𝐒𝐇𝐈𝐏 of their physically allocated precious metals. What they buy is what they own. At no point is this compromised.

𝟸. We operate within a 100% 𝐒𝐖𝐈𝐒𝐒 𝐋𝐄𝐆𝐀𝐋 𝐅𝐑𝐀𝐌𝐄𝐖𝐎𝐑𝐊, providing them with trustworthy business conditions. They directly benefit from one of the world's most stable, democratic jurisdictions with high regard for private property.

𝟹. Even though we implement modern technologies to increase efficiency, when it comes to consulting our clients, we are proudly 'old school'. We take the time for 𝐏𝐄𝐑𝐒𝐎𝐍𝐀𝐋 𝐒𝐄𝐑𝐕𝐈𝐂𝐄. No chatbots. No automated emails.

BFI Bullion is a member of the BFI Capital Group

Scott Schamber, Managing Director
BFI BULLION
WHVP

Miller, On The Money

Who Do You Trust?

Interview with Urs Vrijhof-Droese, Managing Partner


WHVP
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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
AS SEEN IN