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
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
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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 • 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

WHVP BLOG

Updated Regulations for Swiss Deposit Protection

Jamie Vrijhof-Droese, Managing Partner
WHVP
TRUSTED GOVERNANCE

The Significance of a Family's Shared Purpose

"The Shared Purpose symbolizes a balance of the family's financial and non-financial interests and is ever-changing."
Laura Nanette Gambineri-Giese, Founder
TRUSTED GOVERNANCE
FFG PODCASTS

The Forum Finance Group Podcasts

Egon Vorfeld, Managing Partner
THE FORUM FINANCE GROUP
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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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