★ New listing ★
Andrea Darling de Cortes, Partner
I am an attorney in Holland & Knight's Tampa office. I focus my practice in the areas of inbound international income and estate tax planning, international tax controversy and compliance, cross-border tax planning and related transactional matters. I have advised clients on a broad array of tax and legal, transactional and operational matters, including U.S. income and estate tax planning for non-U.S. high-net-worth individuals with U.S. and non-U.S. assets, pre-U.S. residency tax planning, planning with respect to foreign investment in U.S. real property and U.S. trade or business analysis.
I have in-depth experience in assisting non-compliant U.S. taxpayers to become U.S. tax compliant. Over the past several years, I have served as lead counsel or co-counsel and have successfully resolved more than 1,000 taxpayer disclosures under the various Internal Revenue Service (IRS) Voluntary Disclosure Programs, Streamlined Foreign Offshore Procedures and Streamlined Domestic Offshore Procedures.
★ Press release ★
Zurich-based, SEC-registered investment advisor WHVP was handed over to the second generation on December 31, 2020
Jamie Vrijhof-Droese (26) and Urs Vrijhof-Droese (29) took over the company from Robert Vrijhof who founded it in 1991. The millennial couple is ready to launch a new era and lead WHVP into the future.
Marc-André Sola, Chairman of the 1291 GROUP on 20 years of business
The 1291 Group provides the 1291 Ohio Pension Plan
a personal, international pension plan FOR US clients in the us and abroad.
Swiss External Asset Management Awards for Excellence 2021
A Swiss SEC-registered investment adviser will receive the award in the category:
SERVING NORTH AMERICAN CLIENTS
Awarded to a manager with an outstanding, separate and identifiable offering to North American clients.
AW★SWITZERLAND is category sponsor.
The judging process has just been completed. Winners to be announced March 4, 2021 in Zurich.
Fitch has affirmed Switzerland's AAA-rating with a stable outlook
"Switzerland's 'AAA' ratings and Stable Outlook reflect a diversified and high value-added economy (GDP per capita 1.3x the 'AAA' median) and very strong governance and human development indicators. The rating is supported by Switzerland's very large net external creditor position, high and persistent current account surpluses, and the global reserve currency status of the Swiss franc. It also reflects a record of stable and prudent economic and fiscal policy, and general government debt/GDP that is below the current 'AAA' median and on a downward trend before the pandemic shock hit. The size of the banking sector (with assets equivalent to around 500% of GDP according to Swiss National Bank (SNB)) represents a contingent liability risk for the sovereign, but it has sound credit fundamentals."
LAUnched today, December 7!
★ New listing ★
David McCary - Founder, Managing Member
McCary Anheuser Wealth Management, LLC
MAWM provides the core Financial Planning and Investment Advisory services and partners with other professional firms across multiple specialties to provide a comprehensive virtual family office advisory service.
"Have you thought about diversifying across countries? Switzerland offers a world-class safe harbor location, fully disclosed and legal with the IRS and SEC."
West Hartford, CT
From the PCD Club: "Managing Multiple Pensions in Today's Global Environment"
Darlene Hart from US Tax & Financial Services, Geneva and Zurich
Michael Donev from swisspartners Advisors, SEC-registered and serving US clients (at 36minutes)
The 1291 Ohio Pension Plan is a pension plan under Malta law, specially tailored for American citizens or residents.
“We haven’t seen the likes of this before,” said Paddy Blewer, a London-based director at citizenship and residency-advisory firm Henley & Partners, referring to queries from U.S. individuals. “The dam actually burst -- and we didn’t realize it -- at the end of last year, and it’s just continued getting stronger.”
★ New listing ★
KEVIN J. MOORE & ASS0CIATES
The law firm of Kevin J. Moore & Associates provides sophisticated estate planning services to its clients. This includes the creation and implementation of estate and tax plans to minimize tax exposure and shield assets from lawsuits and creditors, as well as the administration of estates through the trust and probate process.
★ New listing ★
Marc-André Sola, Chairman
Tax Optimization: The 1291 Ohio Pension Plan (1291OPP)
The 1291OPP is a pension plan under Malta law, specially tailored for American citizens or residents. While the plan is governed by Maltese law, the U.S. / Malta double tax treaty (signed in 2010), proves to be very effective and makes Maltese pension plans very attractive to American members. The plan allows investors to make unlimited contributions - also contributions in kind - and to grow the funds virtually without exposure to Maltese or U.S. taxation.
When the member reaches age 50, withdrawals can start. Payments can be structured as tax-free lump sum payments or as taxable annual income payments.
New at HYPOSWISS ADVISORS, Zurich
Stephanié Egger-Fratini - Relationship Manager for Canadian clients 🇨🇦
HYPOSWISS ADVISORS is registered as a Portfolio Manager with the Ontario Securities Commission (OSC), the Québec Autorité des Marchés Financiers (AMF), the Alberta Securities Commission (ASC) and the British Columbia Securities Commission (BCSC).
"The three main reasons why U.S. investors consider Switzerland are, first, the desire to diversify their portfolio geographically, second, to find the best place for custody of their asset protection structures and assets, and finally, to work with specialists in a truly global investment universe."
CITIZENSHIP & RESIDENCE PLANNING
The world’s largest and most significant on investment migration — will be held this year as a virtual event.
It will take place between 10–26 November 2020 in the form of a series of webinars featuring pre-eminent specialists in the investment migration field as well as government ministers, international due diligence firms, distinguished academics, and others who are leaders in their fields.
David Warren – Co-Founder and Chairman of the Board of Bridgeford Trust Company and President/CEO of Bridgeford – sits down with guest, Jamie Vrijhof-Droese – Managing Partner at WHVP – for a discussion on WHVP’s origins, focus, and services as well as their work with U.S. citizens.
In this day and age, many people have international investments around the globe so they can geographically diversify their portfolios. For Americans, Europe has always been a viable place for investments. In particular, France has been an important market.
By Michael Donev, Esq.
A full-service law firm, Bratschi Ltd. offers national and international clients a broad range of first-class legal services, providing clients with one-stop assistance, including notarial services. Bratschi is present in seven major business centers in Switzerland.
NEW OPENING – GENEVA OFFICE
Rue du Général-Dufour 20, 1204 Geneva, Switzerland
Did You Know about Lombard Lending?
"Recently, I realized that many of our clients are not aware of the possibility of Lombard Lending. One of my clients was racking his brain about how to finance a project without liquidating his investments with us. I was surprised about his surprise when I told him about the option of using his portfolio as collateral for a private bank loan. Yes, you can retain your portfolio investments while increasing your financial flexibility."
Congratulations to Darlene Hart, CEO of US Tax & Financial Services and her teams in Geneva, Zurich and abroad to 30 years of excellent work!
"Understanding tax obligations, particularly the complex US tax system in connection with the exchange of information on a global scale requires a specialist team that works in this environment every day."
Anne Liebgott from AW★SWITZERLAND on
Mission Money Matters with Adam Torres
Henley Passport Index has measured passport power for the past 16 years, but global mobility has fundamentally been grounded by COVID-19 with more than half the world’s population living in lockdown.
However, the pandemic might make both HNWI and sovereign states reconsider their perception of investment migration.
In fact, we believe that post-pandemic, demand will grow, both from globally-minded HNWIs but just as importantly from sovereign states that recognize investment migration’s unique ability to create societal value through a debt free injection of capital into an economy, creating new employment and potentially driving significant economic diversification and growth.
For more information about your alternative residence and citizenship options:
★ Meet ★
Hangama Wanner, Founder & Managing Partner
KayHan Swiss, Zurich, Switzerland
Professional, discreet and legal advisory services on citizenship and residency programs around the world, including private banking and financial solutions in Switzerland as well as relocation services and company incorporation.