Travel to  Switzerland and find out more!

Personal trip - Mixing business with pleasure

There is nothing like coming to Switzerland to get a firsthand touch and feel of the unique Swiss environment for your assets. Establishing personal contact with your Swiss SEC-registered investment advisor (SEC RIA) is the beginning of a successful, long-term relationship. Discuss your needs and options with your personal Swiss relationship manager, visit the custodian banks, get to know Swiss-based US tax advisers to get your US reporting requirements and taxes right, and if required, sit together with a financial planner, an estate-planning lawyer, an insurance specialist and a trust adviser to really understand all aspects of investing a portion of your assets in Switzerland, taking your present and future strategy and needs into consideration. Perhaps you are also interested in citizenship and residence planning...alternative nationalities are available to you and your family.

Swiss Wealth Management Introduction Program

AWS will happily organize your personal "Swiss Wealth Management Introduction Program" during your trip to Switzerland, summer or winter. Either as an add-on to the travel plans you already have or starting from scratch, including accommodation in Switzerland as well as where to go and what to see, be it wining and dining, shopping, sports, sight-seeing or whatever your particular interests are. We are also happy to organize your entire itinerary and act as your personal guide.

Family retreat

Wealth creates unique challenges and opportunities for families with the goal of preserving and increasing wealth through generations. We organize tailor-made family retreats to create a framework, not only for wealth management and estate planning but also for values transfer, family governance and the development of human capital.

Come to Switzerland and add the successful Swiss touch to building a legacy for your family based on common financial values and attitudes, as well as a working communication system to move forward.

Be it for yourself, as a couple, the whole family or as a group, we will organize an exclusive, tailor-made program to make your stay efficient, enjoyable and worth your while.
To get started, please contact us.
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AWS is independent and unbiased and does not recommend, prefer, endorse, solicit or discourage any particular listed Swiss SEC RIA, other service provider or wealth management-related product. Furthermore, the website content, opinions, privacy policies or services provided are their own and are not endorsed by AWS in any way. This publication is for your information only and is not intended as an offer, promotion, or solicitation to buy or sell any financial instrument or perform any other financial transactions. All information and opinions expressed in this publication reflect our current views as of the date of the publication and may be liable to change without notice. Please read the disclaimer.
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