“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.”
★ New listing ★
KEVIN J. MOORE & ASS0CIATES
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.
★ 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.
New at HYPOSWISS ADVISORS, Zurich
Stephanié Egger-Fratini - Relationship Manager for Canadian clients 🇨🇦
HYPOSWISS ADVISORS is registered as a Portfolio Manager with the Ontario Securities Commission (OSC), the Québec Autorité des Marchés Financiers (AMF), the Alberta Securities Commission (ASC) and the British Columbia Securities Commission (BCSC).
"The three main reasons why U.S. investors consider Switzerland are, first, the desire to diversify their portfolio geographically, second, to find the best place for custody of their asset protection structures and assets, and finally, to work with specialists in a truly global investment universe."
CITIZENSHIP & RESIDENCE PLANNING
The world’s largest and most significant on investment migration — will be held this year as a virtual event.
It will take place between 10–26 November 2020 in the form of a series of webinars featuring pre-eminent specialists in the investment migration field as well as government ministers, international due diligence firms, distinguished academics, and others who are leaders in their fields.
David Warren – Co-Founder and Chairman of the Board of Bridgeford Trust Company and President/CEO of Bridgeford – sits down with guest, Jamie Vrijhof-Droese – Managing Partner at WHVP – for a discussion on WHVP’s origins, focus, and services as well as their work with U.S. citizens.
In this day and age, many people have international investments around the globe so they can geographically diversify their portfolios. For Americans, Europe has always been a viable place for investments. In particular, France has been an important market.
By Michael Donev, Esq.
A full-service law firm, Bratschi Ltd. offers national and international clients a broad range of first-class legal services, providing clients with one-stop assistance, including notarial services. Bratschi is present in seven major business centers in Switzerland.
NEW OPENING – GENEVA OFFICE
Rue du Général-Dufour 20, 1204 Geneva, Switzerland
In the Global Innovation Index 2020, Switzerland is the world’s most-innovative economy.
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."
Swiss External Asset Management Awards for Excellence 2021
A Swiss SEC-registered investment adviser will receive the award in the category:
SERVING NORTH AMERICAN CLIENTS
Awarded to a manager with an outstanding separate and identifiable offering to North American clients.
AW★SWITZERLAND is category sponsor.
Congratulations to Darlene Hart, CEO of US Tax & Financial Services and her teams in Geneva, Zurich and abroad to 30 years of excellent work!
"Understanding tax obligations, particularly the complex US tax system in connection with the exchange of information on a global scale requires a specialist team that works in this environment every day."
Anne Liebgott from AW★SWITZERLAND on
Mission Money Matters with Adam Torres
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:
★ 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.
★ New listing ★
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
★ Meet ★
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.