★NEWS★  #americanswelcome

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:

Jacopo Zamboni
Henley & Partner
"Switzerland is resistant and innovative during times of crisis"

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Michael Welti from REYL & CIE: «The Longing for Home Makes the Swiss Stronger»

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The SEC-registered member of the REYL Group
INTRICACIES OF CROSS-BORDER M&A IN THE AGE OF COVID-19: Beyond Deals and Due Diligence
THUR., MAY 21, 2020 | 11 AM PT
JOIN THE WEB PANEL DISCUSSION
With Ashley Groves from DEAGLO

DEAGLO

★ 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.

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Hyposwiss
★ New listing 
Giampaolo Bonalumi, CEO

HIA Helvetia Investment Advisors SA

Lugano, Switzerland

SEC-registered, independent Swiss investment advisor

Minimum amount of investment USD 100,000

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Enhance your passport power with alternative residence or citizenship

Henley & Partners Passport index

Passport Index Q2 Update April 2020 pdf

Henley & Partners
★ New listing 
Dominique Spillmann
Michael Donev, Esq.

swisspartners Advisors

Zurich, Switzerland

SEC-Registered investment advisor, serving US and Canadian clients

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★ New listing 
US-based adviser
Michael Siska, Senior Vice President

RDK Advisors

Legacy, Wealth Transfer and Succession Strategies

Miami-Fort Lauderdale-Palm Beach, FL
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★ New listing 
Jamie Vrijhof-Droese, Managing Partner

WHVP Weber, Hartmann, Vrijhof & Partners

SEC-registered, independent Swiss asset manager

Minimum amount of investment USD 250,000

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The Swiss Financial Market Supervisor Authority FINMA sees Swiss banks operationally and financially well-prepared. They note that the operations of financial institutions and the financial market infrastructure in Switzerland are continuing to function well. The institutions are also well-equipped to deal with extreme stress scenarios.

Press release
In the news!

"Switzerland can regain «tax-appeal» with Swiss trusts"

Capital Trustees will be able to advise US clients on Swiss trusts.
Capital Trustees
Newly named Belvoir Wealth Management joins WM platform
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Belvoir Wealth Management
★ New listing 
SEC-registered for US clients

Belvoir Wealth Management AG

Zurich, Switzerland
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Switzerland is one of the world's leading financial centers, whether it be for asset management, insurance, or as a trading platform for commodities.
★ New listing 

Deaglo Partners, LLC

Cross border payments and FX risk management 

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FINAPORT Asset Management is the Swiss SEC-registered member of the FINAPORT group, providing asset management to American clients.
★ New listing 
Jean-Marie Mettraux from JM Conseil

US tax services for individuals, companies, fiduciaries and anyone with US and international tax related needs as well as citizenship and residence by investment.

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LFA | Serving US clients since 2009
★ New listing 
Zurich, Switzerland
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Christian Kälin in finews
"Selling Freedom to the Super Rich"
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Henley & Partners
★ New listing 
US-based adviser

Apollon Wealth Management, LLC

Aiken, SC, USA
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★ New listing 
Nathalie Scott, Founder, Geneva-based US lawyer
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US-based adviser

"In a Utopian Land of Milk and Honey"

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Rising Star Financial
CITIZENSHIP AND RESIDENCE PLANNING
"The Ultra-Rich Are Now Buying ‘Pandemic Passports’ So They Can Move to Safer Countries
Applications for new nationalities have increased 42 percent since last year, according to citizenship broker Henley & Partners."

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Henley & Partners
★ Meet 
Susanna Giase
Director, Senior Client Advisor, CFP
BELVOIR Wealth Management, Zurich, Switzerland

Since 2004, BWM is an independent, SEC Security and Exchange Commission-registered, multi-family office based in Zurich.

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Interview with Jamie Vrijhof about WHVP's services, American investors and Switzerland as a financial center.
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★ New listing 
Pierre Gabris, Founder, Managing Partner

Alpenrose Wealth Management International

SEC-registered, Alpenrose offers independent investment advice and family office services to US and Canadian clients.

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★ New listing 
US-based adviser
Oliver Hohermuth, Principal, CEO

Rising Star Financial

Protect your wealth and assets through international diversification in both investments and jurisdictions.

Palm Beach Gardens, FL | Dallas, TX
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Stability, universality, responsibility and excellence

Especially during times of increasing volatility, the world's wealthy turn to Switzerland as a safe haven for the long-term preservation of their assets.  

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The account opening process explained
Citizenship & residence planning

"Like gold or AAA-rated sovereign securities, alternative residence and/or citizenship are a safe-haven investment — with the additional benefit of providing options for improved physical safety for HNW individuals and their families. Acquiring alternative residence or citizenship diversifies investor risk by providing optimal protection against global economic and political volatility. Not least, holding alternative residence or citizenship ensures access to an extended suite of opportunities for business, education, investment, and mobility.MORE

Henley & Partners
★ Updated listing 
Meet the new team!
KENDRIS TRUSTEES (USA) LLC

Wealth Planning; Expats/Cross Border Planning; Socially Responsible Investing (ESG) - Alpen Wealth Advisory Group, Chicago,a Member of Advisory Services Network, LLC.

Alpen Wealth is committed to Sustainable, Responsible & Impact Investing strategies: Oliver Ernst, CFP®, CSRIC™ is one of only a handful of Illinois advisors with the Chartered SRI Counselors™ designation.

Meet Oliver Ernst
LFA - A focus on ESG investing

"We strive for excellence, by constantly raising our standards and working with the best people and companies in the world, and solely offering ethical gold and silver.  

Our aim is to provide unmatched wealth protection and privacy for our client base using gold and silver as money and a storage of wealth outside the banking system."

FAQ
Golden Suisse
From US-based advisor Kurt Mueller

Wondering what is new on 2019 Form 1040?

Pavla Melkova explains
★ New name 
US tax experts
Zurich, Switzerland
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"Sailing to a land of opportunities"

Rene Marty, CEO, REYL Overseas
Daniel Weitmann from Golden Suisse
Golden Suisse
★ New listing 

Taxpat GmbH

US tax return preparation and advisory services for dual citizens, US citizens residing outside of the U.S.A, and US residents with international activities.

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Interview with Jacopo Zamboni from Henley & Partners on Americans in Switzerland
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Henley & Partners
★ New listing 
Gold and silver holdings in Switzerland
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Henley & Partners
Senior Partner of the Pictet Group, Nicolas Pictet often refers to Pictet as ‘La Maison’, meaning home. It implies that each member in the Group work together as a family with shared values.
Pictet North American Advisors

Citizenship & Residence Planning

The Henley Passport Index
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Henley & Partners

ESG/SRI Investing

Alpen Wealth Advisory Group is committed to socially responsible investing (SRI) and will help you navigate the Environmental, Social and Corporate Governance (ESG) and impact investing terrain to develop a financial plan tailored to your moral code and in support of the causes you feel most passionately about.

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Alpen Wealth Advisory Group

 

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