★NEWS★  #awswitzerland

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."

ARTICLE
ALPEN PARTNERS INTERNATIONAL

"Game, set and match, with Baseline Wealth Management"

from Thierry Grin, co-founder and CEO
Article pdf
Baseline Wealth Management

BASELINE WEALTH MANAGEMENT

(SEC-registered and formerly known as Alpenrose Wealth Management International)

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.
swisspartners ADVISORS
HENLEY & PARTNERS

Bonds: From Risk-Free Returns to Return-Free Risk?

by Dirk Steinhoff, CIO of BFI Infinity, the SEC-registered member of the BFI Capital group
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BFI INFINITY

Facts & Figures from the Swiss Bankers Association

The Swiss financial center is one of the most competitive in the world and the global leader in the cross-border wealth management business. It also offers a first-class environment for digital innovation, while its regulatory system is recognized internationally as exemplary.

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US TAX ADVISER

New name and new address IN ZURICH!

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"Switzerland: A safe country for storing private gold"

by David Leander from Swiss Gold Safe, Switzerland and Liechtenstein
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“More Money Than Sense”: How Monetary and Fiscal Profligacy Fueled the “Alternative” Investments Bub

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

SEC-registered Alpen Partners International

Bäch/Wollerau | Zurich | Geneva | Locarno

New Partners have joined!

Heinrich Bosshard | Partner 
hb@alpeninternational.com
+41 58 105 75 50 | +41 77 503 24 43 
USA +1 415 570 38 39
Ty Lim | Partner
ty@alpeninternational.com
+41 58 105 75 77 
USA: +1 212 461 3684
by Bernarda Pesantez

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

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"Protect and Grow Your Offshore Nest Egg"

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BFI Infinity, a member of the BFI Capital Group
★ New listing 

US TAX ADVISER

HELM US TAX

with Jean-Marie Mettraux, Partner
Geneva, Zurich, Switzerland
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★ New listing 

Wealth Structuring Adviser

HELM ADVISORS

with Matthew Ledvina, Partner
Geneva, Zurich, Switzerland
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"International vs. Global Funds vs. True Diversification: Know the Difference"

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WHVP

REYL OVERSEAS with René Marty, CEO

WINNER IN THE CATEGORY
SOLUTIONS FOR "INTERNATIONAL AMERICANS"
REYL OVERSEAS

Interview with Giuseppe Macaluso, Managing Director 

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

Financial Regulation, Transparency, and Compliance: Switzerland in the top tier yet again.

"Switzerland's initiatives have clearly been recognized in the global financial community. Now we just have to hope that Hollywood and fiction writers will finally realize it as well".
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Review & Outlook April 2021
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HYPOSWISS ADVISORS

"When Will Gold Bottom? And What is It With the US “Money Binge?!

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

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GLOBAL GOLD
★ New listing 

US-based adviser

ANGELINA CARLETON LEGACY PLANNING

Beverly Hills, CA
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Swiss SEC-registered, independent asset managers

Citywire SWITZERLAND's TOP 50 INDEPENDENT ASSET MANAGERS 2021

AWSWITZERLAND in the news!

How US Links Bear Fruit For An American-Swiss Business

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

Ready for jurisdictional and international investment Diversification?

MORE
★ New listing 

sec-registered

UBP INVESTMENT ADVISORS S.A.

with kathrin GENOVESE

Geneva, Zurich, Switzerland
MORE
"New regulations on Swiss external asset managers will be a global badge of quality."
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Newest edition of 

The Swiss View Newsletter

WHVP
★ New listing 
Altdorf UR, Switzerland
Schaan, Principality of Liechtenstein
MORE
★ 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.
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Pictet North America Advisors

2021 Weekly Views
Pictet North America Advisors
AW★SWITZERLAND wins the WealthBriefing Swiss Award 2021 as the
best MARKETING CAMPAIGN for Swiss wealth management services in Switzerland.
NEWS RELEASE FEBRUARY 4, 2021

Switzerland Top 50 IndependeNt Asset Managers 2020

includes Swiss SEC-registered investment advisers serving US clients

Justin Besterman - SENIOR RELATIONSHIP MANAGER

has joined the team at Ameliora Wealth Management, Zurich
Ameliora Wealth Management
★ New listing 

SWISS REAL ESTATE

ALPine LIFESTYLE PARTNERS SWITZERLAND

Second homes available to Swiss and international buyers

MORE
★ New listing 

US-BASED ADVISER

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
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.

1291 GROUP
December 2020

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."

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US-BASED ADVISER

McCary Anheuser Wealth Management, LLC in West Hartford, CT

with David McCary, Founder, Managing Member 
Company brochure
McCary Anheuser Wealth Management

SPAcast - Connecting US and Switzerland

By Michael Donev, Esq. from SEC-registered swisspartners Advisors, Zurich.
SPAcast
swisspartners Advisors
★ New listing 

US-BASED ADVISER

Dean Crowder, III - Managing Director

ROTELLA Capital Management

Bellevue, WA
MORE
★ New listing 
Monte Silver, US Tax Attorney

Silver & Co. - Attorneys at law

US tax, disclosure and estate planning for US and non-US persons.
Working remotely with clients around the world.
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LAUnched today, December 7!

FINANCE SWISS 

"Leading worldwide, rooted in Switzerland." Launched today by the Swiss Federal Government and the financial sector under finance.swiss, the new platform serves as a centralized hub for information and questions regarding the Swiss financial center.
SWISS FINANCE
★ New listing 

US-based adviser

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
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HYPOSWISS ADVISORS 

REVIEWs & OUTLOOKs | PUBLICATIONS 

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HYPOSWISS ADVISORS
“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.”
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Henley & Partners, Zurich and Geneva
Swiss Asset Management Talk with host Jamie Vrijhof-Droese from WHVP and guest, Rainer Nachbauer from Kaiser Partner Private Bank in the AAA-rated Principality from Liechtenstein
WHVP
★ New listing 

US-based adviser

KEVIN J. MOORE & ASS0CIATES

Pasadena, CA

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.

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US INVESTORS CAN ESTABLISH A SWISS NEST EGG

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Daniel Zurbruegg, CEO of BFI Infinity
BFI Infinity
★ 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.

Factsheet pdf
1291 Group
Alpen Partners International is proud to announce Veronika Künzler and Pierre Tissot as the co-heads of Alpen Partners' Environmental, Social, and Corporate Governance (ESG) division.
MORE pdf
Alpen Partners International
★ Special Report 
SEC-registered, BFI Infinity is a member of the BFI Capital Group

On the Brink of a New Era - Are You Prepared?

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BFI Infinity

Enforcing U.S. Judgments in Switzerland

by Michael Donev, Esq.

MORE

swisspartners Advisors
Hangama Wanner, founder of KayHan Swiss
"Could the current worldwide economic crisis and uncertainty be an unprecedented opportunity for the Residency and Citizenship by Investment industry?"
MORE
KayHan Swiss

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

Privately vaulted gold and silver in switzerland

Meet Frank Suess, Partner and Executive Chairman of BFI Infinity, SEC-registered and dedicated to serving US clients.
BFI Infinity
Daniel Zurbruegg - CEO
Anne Liebgott from AW★SWITZERLAND on
Mission Money Matters with Adam Torres
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AWS is independent and unbiased and does not recommend, prefer, endorse, solicit or discourage any particular listed Swiss SEC RIA, other service provider or wealth management-related product. Furthermore, the website content, opinions, privacy policies or services provided are their own and are not endorsed by AWS in any way. This publication is for your information only and is not intended as an offer, promotion, or solicitation to buy or sell any financial instrument or perform any other financial transactions. All information and opinions expressed in this publication reflect our current views as of the date of the publication and may be liable to change without notice. Please read the disclaimer.