★NEWS★ #americanswelcome

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.

HELM ADVISORS

The award-winning, Swiss platform

AW★SWITZERLAND

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

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."

WHVP

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.

BEST RESIDENCE-BY-INVESTMENT CITIES FOR BUSINESS INDEX

HENLEY & PARTNERS

WB Swiss EAM Awards of Excellence 2021 - THE FORUM FINANCE GROUP GENEVA from ClearView Financial Media on Vimeo.

WB Swiss EAM Awards of Excellence 2021 - WHVP, Zurich from ClearView Financial Media on Vimeo.

WB Swiss Awards 2021 -AW★SWITZERLAND from ClearView Financial Media on Vimeo.

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.

HOLLAND & KNIGHT

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."

Article by Daniel Zurbruegg, CEO, BFI Infinity

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★NEWS★ #awswitzerland

Global Gold is a member of the BFI Capital Group

Helm Advisors welcomes Charlie Willcox, a FATCA and CRS expert to the team!

Switzerland is still the leading centre in terms of competitiveness, size and performance.

REYL OVERSEAS BLOG FROM OCTOBER 5, 2021

by Lucio Intelligente, Chief Investment Officer

New Partner at Alpen Partners International!

André Blauth

Sustainability is key for the Swiss financial centre

"Building the safest private bank in the world."

The award-winning, Swiss platform

AW★SWITZERLAND

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

NEWSLETTER october 2021

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.

TRUST GUIDE

Features - Uses - Regulatory Framework

Switzerland ranks 1st among the 51 high-income group economies and 1st among the 39 economies in Europe.

In honor of our 30 year anniversary, we take a trip down memory lane and highlight some of the most important milestones of the past three decades.

Cross border payments and FX risk management

DANIEL ZURBRUEGG, CEO OF BFI INFINITY

BFI INFINITY is the SEC-registered member of the BFI CAPITAL GROUP

Scott Schamber, Managing Director

GLOBAL GOLD is a member of the BFI Capital Group

PICTET NORTH AMERICA ADVISORS

Geneva & Zurich

Services Dedicated to Athletes and Entertainers

The CEO of swisspartners Advisors (SPA), Dominique J. Spillmann

speaks with Meir Rabkin, Managing Director at Henley & Partners, about Swiss banking, asset management, asset protection, geographical diversification, and much more.

US TAX ADVISER

New name and new address IN ZURICH!

"Switzerland: A safe country for storing private gold"

by David Leander from Swiss Gold Safe, Switzerland and Liechtenstein

by Scott Schamber, Managing Director of GLOBAL GOLD, a member of the BFI Capital group

by Bernarda Pesantez

"PPLI Income Tax Planning Strategies Regain Momentum as U.S. Tax Hikes Loom"

"Protect and Grow Your Offshore Nest Egg"

"International vs. Global Funds vs. True Diversification: Know the Difference"

Interview with Giuseppe Macaluso, Managing Director

CAPITAL TRUSTEES is a professional Swiss trust company specialized in trust set-up and administration.

AW★SWITZERLAND in the news!

How US Links Bear Fruit For An American-Swiss Business

The SEC addresses the issue of international investments for US investors.

Ready for jurisdictional and international investment Diversification?

★ New listing ★

Altdorf UR, Switzerland

Schaan, Principality of Liechtenstein

★ New listing ★

MOOSMANN ADVISORS | DR. KURT MOOSMANN

Zurich, Switzerland

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.

Pictet North America Advisors

★ New listing ★

US-BASED ADVISER

Andrea Darling de Cortes, Partner