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

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

NEW ON AW✚SWITZERLAND

PricewaterhouseCoopers Switzerland

PwC has a long tradition of advising Swiss and international private clients, families, entrepreneurs, and family offices with complex wealth and asset situations on matters relating to legal planning, investment structuring, and tax."
Dimitar Kanev, CPA - Senior Manager - US Tax
Benjamin Brackett, CPA - Senior Associate - US Tax | Private Client Services
PWC
PWC
BFI CAPITAL GROUP BLOG - BFI INFINITY

Debt Matters!

"The primary problem for the global economy today is a massive amount of debt and deficits: money has been “free” for far too long."
Daniel Zurbrügg, CEO

BFI INFINITY is a member of the BFI CAPITAL GROUP

BFI INFINITY
LFA

Your Guide to European and Swiss High-Dividend Paying Stocks

"What makes European and Swiss high-dividend stocks so compelling? "
Paolo Panza, CEO
LFA
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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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