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 • 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

BFI INFINITY, zurich

INFINITY INSIGHTS

Deeper into the New Era: The Importance of  International Planning

Daniel Zurbrügg, CEO
BFI INFINITY
reyl overseas, zurich

Strategy Outlook June 2023

Roger Grobli, CEO
REYL OVERSEAS
lobnek wealth management, geneva, nyc

Newsletter June 2023

Marc Moret, CEO
LOBNEK WEALTH MANAGEMENT
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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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