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.
★ 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.
★ New listing ★
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.
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.
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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
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
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.
Relief Procedures for Certain Former Citizens
The IRS announced procedures for certain persons who have relinquished, or intend to relinquish, their United States (U.S.) citizenship and who wish to come into compliance with their U.S. income tax and reporting obligations and avoid being taxed as a “covered expatriate” under section 877A of the U.S. Internal Revenue Code (IRC).
Some US citizens, born in the United States to foreign parents or born outside the United States to US citizen parents, may be unaware of their status as US citizens or the consequences of such status.
"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."
CAPITAL TRUSTEES is delighted to congratulate their teammate Francesco Carlo Giorcelli on winning the STEP Founder’s Award for 2019! The Awards are given to STEP members who have made ‘an exceptional and outstanding long-term contribution to the Society'.
Alpen Wealth Advisory Group is pleased to announce that head of practice, Oliver Ernst, CFP© has earned the Chartered SRI Counselor (CSRIC) designation. Ernst is currently one of only 4 advisors in Illinois, and 100 nationwide, to earn this accreditation. “This advanced designation is the first major financial credential dedicated specifically to sustainable, responsible and impact investing (SRI,)” according to the US SIF Foundation. This certification allows Alpen Wealth Advisory Group to further incorporate ethics and social concerns into international client portfolios.
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.