Helm Advisors welcomes Charlie Willcox, a FATCA and CRS expert to the team!
Charlie has unparalleled experience in financial services – spanning Switzerland, the UK, its Crown Dependencies and Overseas Territories -- with a particular focus on risk management and control functions.
Charlie’s outstanding profile will reinforce Helm’s extensive client offerings and services, focused on robust and strategic solutions relating to multi-jurisdictional tax, wealth planning and succession issues.
The award-winning, Swiss platform
is the category sponsor for "Servicing North American Clients"
in the WealthBriefing Swiss EAM Awards for Excellence 2022. An independent, Swiss SEC-registered investment advisor will be announced as the winner and celebrated at the event on March 3, 2022, in Zurich.
"After the success of our inaugural WealthBriefing SWISS EAM awards for 2021, we are delighted to once again showcase the importance of the independent sector to the Swiss wealth management community, with the 2022 awards. Many thanks to all our sponsors for their continuing support in 2022."
Andrew Deane, WealthBriefing
In Switzerland we've always cared deeply for nature. Sustainability is in our DNA. Learn more about our strategy to preserve Switzerland as a sustainable travel destination – for generations to come.
WealthBriefing Swiss EAM Awards for Excellence 2021 awards ceremony September 15 in Geneva: Congratulations to WHVP, Zurich, a Swiss SEC-registered, independent asset manager serving US clients since 1991.
Managing Partner,Jamie Vrijhof-Droese and members of the WHVP team
Winner of the categories: "Serving North American clients" and "Best Overall Digital Engagement"
"We are thrilled about this accolade, an acknowledgment of the hard work every single member of our team has put into WHVP during an unprecedented global crisis! It highlights our special expertise, commitment, innovation, and dedication towards North American clients."
Henley & Partners in partnership with Deep Knowledge Analytics has launched the Best Residence-by-Investment Cities for Business Index. This unique new index ranks the leading 25 capitals and cities around the world that international entrepreneurs, company owners, professionals and HNWIs can acquire residence in through investment migration programs. Using an interactive tool, users can select the different factors that matter most to them to make strategic, data-driven decisions about where best to locate their headquarters, executives, employees, and themselves and their families in the current and post-pandemic landscape.
Services Dedicated to Athletes and Entertainers
"Professional athletes and entertainers are subject to unique circumstances, especially those who have a quickly growing career. This article looks at the challenges high-profile entertainers and athletes face and how our dedicated team appeases those concerns."
★ New listing ★
MOOSMANN ADVISORS | DR. KURT MOOSMANN
Specialist in Swiss single family offices
The fully independent and multi-disciplinary advisory capabilities are aimed at delivering tailored solutions to a specific need or, more comprehensively, to provide sustainable strategies for families concerned with their long term wealth preservation.
★ 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.
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.
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."