Grüezi and welcome to Switzerland!
Thank you for connecting on LinkedIn and joining my network of Swiss, American and international private wealth management professionals.
As a Swiss/Canadian/Danish national, born in Vancouver, growing up in Canada and the US and living in Switzerland, I have always been "cross border" and international, and have experienced firsthand the benefits of being internationally connected and maintaining interesting and constructive relationships around the world.
In our increasingly global world, I am happy to be able to help American and international professionals to develop a Swiss network and to establish valuable relationships with Swiss experts focused on serving US clients in the United States and abroad. Vice-versa, I am happy to help Swiss professionals to connect with internationally-minded Americans and others.
Among U/HNW entrepreneurs and individuals in the US, the interest for international and jurisdictional investment diversification and global mobility - creating a second home for a portion of their assets - is on the rise. The question is often, "How to get started in Switzerland?"
The Swiss platform, AMERICANS WELCOME ★ SWITZERLAND, is a directory, building a bridge between US investors and their advisers/counsel and Swiss wealth management professionals dedicated to serving American clients domiciled in the US and abroad. There is not an easier way to get started.
Many Swiss SEC-registered investment advisers travel often to the US and are interested in establishing strategic alliances with American professionals: family offices, estate planners, asset protection lawyers, international tax experts, insurance advisers,RIAs, CFPs, CPAs etc., that want to gain a cutting edge over their competition by providing added-value, bringing international and jurisdictional investment diversification "Made in Switzerland" closer to their clients through a second global investment strategy complementing their US-based portfolios. I am always happy to make e-introductions, or personal introductions during a visit to Switzerland.
Some Swiss SEC RIAs provide services to Canadians too.
AWS also includes a wide range of other private wealth management-related services, e.g. US tax advisors, Swiss trustees, lawyers, precious metals, real estate, and citizenship and residence planning, helping to pave the way to getting established in Switzerland.
Now, internationally-minded US-based advisers are also welcome to join the AWS platform in the "US-based advisers" section.
Your questions, comments and suggestions are always welcome and I am looking forward to hearing from you (you can opt in for updates and news below).
Thank you and best regards from Switzerland,
PS: For American expats living and working in Switzerland and those to come: AMERICANS WELCOME ★ SWITZERLAND | EXPATS