Swiss-based US tax advisors Pre-planning for foreign nationals becoming US persons Crossborder payments & FX risk management Swiss & US custodian banks Lawyers - Legal services Trusts, Swiss trustees Wealth structuring, estate planning Investment consulting Private placement life insurance Family philanthropy Family advisory Family governance Next Gen planning Swiss company formation
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
Single family office advisors Real estate Citizenship & residence planning Swiss lump sum taxation & Swiss residency Immigration planning Relocation & moving services Concierge services Luxury Medical services and insurance solutions Fintech Cybersecurity Wealth management education Canada-based advisors with a Swiss network US-based advisors with a Swiss network
Specialized Investments
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
Services for expats and those to come
ALPEN PARTNERS | ALPEN PARTNERS INTERNATIONAL
"Hard work, no magic"
Pierre Gabris, Founder & Managing Partner on receiving the WealthBriefing Swiss Awards 2025 for Investment Consultancy and Wealth Planning Team
"Alpen Partners’ success stems from our specialized focus on investment consultancy and wealth management, driven by a client-centric approach and a commitment to excellence. As an independent Swiss wealth management boutique with offices in Zurich, Geneva, Lugano, and Bäch/Wollerau, we deliver tailored solutions that aim to meet the unique financial objectives of each client. Our highly skilled team of financial advisors, portfolio managers, global wealth planners, and private client advisors work collaboratively to provide comprehensive, award-winning services."...
BFI BULLION
The Digger Quarterly April 2025
BFI Bullion is a member of the BFI Capital Group
Scott Schamber, Managing Director
HENLEY & PARTNERS
Global Citizenship Forum: Zurich
Tuesday, 27 May 2025, Park Hyatt
"We cordially invite you to attend this distinguished forum, where we delve deep into sophisticated private wealth strategies and cross-border planning solutions.
Our esteemed speakers will explore key themes, including investment migration trends, regulatory changes, and the evolving concept of citizenship within Europe.
Attendees can expect invaluable insights into navigating complex financial landscapes, optimizing investment strategies, and harnessing the power of international mobility and education."
Jacopo Zamboni, Director, Client Advisor, Zurich Office
