★NEWS★  #awswitzerland

JAMIE VRIJHOF-DROESE, MANAGING PARTNER, WHVP, ZURICH

"True Investment Diversification" at the BOSCO Online Workshop
WHVP
The Forum Finance Group's January 2021 monthly newsletter

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The Forum Finance Group

Justin Besterman - SENIOR RELATIONSHIP MANAGER

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

ALPine LIFESTYLE PARTNERS SWITZERLAND

Second homes available to Swiss and international buyers

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HOME BIAS CAN BE DIVERSIFIED AWAY

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★ 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
★ Press release 

Zurich-based, SEC-registered investment advisor WHVP was handed over to the second generation on December 31, 2020 

Jamie Vrijhof-Droese (26) and Urs Vrijhof-Droese (29) took over the company from Robert Vrijhof who founded it in 1991.  The millennial couple is ready to launch a new era and lead WHVP into the future. 
Press release pdf
WHVP

US-BASED ADVISER

★ NEW WEBSITE 
New website from ALPEN WEALTH ADVISORY GROUP, Chicago
alpenwealth.com
ALPEN WEALTH ADVISORY GROUP
Market Insights from René Marty, CEO of REYL Overseas
REYL Overseas
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

WealthBriefing

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.
The judging process has just been completed. Winners to be announced March 4, 2021 in Zurich.
Overview

"Home bias or an international outlook?"

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Belvoir Wealth Management
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
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★ New listing 
Albert Taryll Myles

FAMILY DYNAMICS, PERSONAL HEALTH & well-being

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★ 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

US-based adviser

Oliver Hohermuth from US-based Rising Star Financial, FL and TX, writes about Switzerland.
"In a Utopian Land of Milk and Honey"

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Rising Star Financial
Cross Border Payments and FX Risk Management
DEAGLO Weekly Currency Reports CHF/USD
DEAGLO
★ 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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From the PCD Club: "Managing Multiple Pensions in Today's Global Environment"

Darlene Hart from US Tax & Financial Services, Geneva and Zurich
Meet Darlene
Michael Donev from swisspartners Advisors, SEC-registered and serving US clients (at 36minutes)
Meet Michael
The 1291 Ohio Pension Plan is a pension plan under Malta law, specially tailored for American citizens or residents.
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LOBNEK Wealth Management's December 2020 newsletter

"Lessons From The Titanic"

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LOBNEK Wealth Management
Al Emid, American financial journalist, writes in the Iris blog about international investment diversification mentioning Anne Liebgott and the Swiss platform AW★SWITZERLAND for US clients.
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US-based adviser

"Post-election Considerations for Financial and Tax Planning"

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RDK Advisors

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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Newest edition of 

The Swiss View Newsletter

WHVP

US INVESTORS CAN ESTABLISH A SWISS NEST EGG

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René Marty, CEO of REYL Overseas

"NETWORKING IN AN ONLINE WORLD."

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REYL Overseas
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
Citizenship & Residence Planning

The Wealthy Have Their Election Escape Plan Ready

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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).

HYPOSWISS ADVISORS

Big Changes Come For Swiss External Asset Managers; Future Looks Positive

Tom Burroughes, Group Editor, London, 2 November 2020

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Citizenship & Residence Planning

On October 13, 2020, Henley & Partners published a new Henley Passport Index. How has the Henley Passport Index been impacted by closed borders? Which countries are American citizens now looking to and why?

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Henley & Partners
Al Emid, US financial journalist, writes in the Iris blog about international investment diversification mentioning Anne Liebgott and the Swiss platform AW★SWITZERLAND for US clients.
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Interview with the CEO, Dominique Spillmann

"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."

swisspartners Advisors
CITIZENSHIP & RESIDENCE PLANNING

Henley & Partners’ 14th Global Citizenship Conference

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.

Register for the event
Henley & Partners
★ New listing 

US-based adviser

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.

PODCAST "Managing the Funds of Private Clients"

WHVP
★ 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.

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swisspartners Advisors
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.

Investments in France? Here is what you need to know.

By Michael Donev, Esq.

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?"
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KayHan Swiss

★NEW LISTING★

Swiss SEC-registered investment advisor

ALPEN PARTNERS INTERNATIONAL AG

Zurich, Bäch, Switzerland
with Pierre Gabris, CEO
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Rue du Général-Dufour 20, 1204 Geneva, Switzerland 

+41 58 258 17 50
geneve@bratschi.ch
bratschi.ch

Bratschi Ltd.

sigma resilience index 2020: global resilience put to the pandemic test

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★ New listing 
Stella Wolfsgruber, Partner

AVALOR INVESTMENT AG

Zurich, Switzerland
To serve US clients, Avalor, a leading, independent Swiss wealth manager is registered with the SEC.
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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

The origins of the Pictet Group
Pictet North America Advisors PNAA registered with the SEC in 2007 to serve US and Canadian clients.
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Want To Escape From America? 12 Countries Where You Can Buy Citizenship

(And A Second Passport)

Read the article

Henley & Partners
Meet Frank Suess, Partner and Executive Chairman of BFI Infinity, SEC-registered and dedicated to serving US clients.
BFI Infinity
Swiss, SEC-registered HIA Helvetia Investment Advisors has a new website!
HIA Helvetia Investment Advisors
Minimum amount of investment USD 100,000

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."

US Tax & Financial Services
Daniel Zurbruegg - CEO
Anne Liebgott from AW★SWITZERLAND on
Mission Money Matters with Adam Torres
CITIZENSHIP AND RESIDENCE PLANNING
"The Ultra-Rich Are Now Buying ‘Pandemic Passports’ So They Can Move to Safer Countries
Applications for new nationalities have increased 42 percent since last year, according to citizenship broker Henley & Partners."

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Henley & Partners
Frank Suess - Partner & Executive Chairman
BFI Infinity

A member of the BFI Group

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:

Jacopo Zamboni
Henley & Partner
★ 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.

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★ New listing 
Giampaolo Bonalumi, CEO

HIA Helvetia Investment Advisors SA

Lugano, Switzerland

SEC-registered, independent Swiss investment advisor

Minimum amount of investment USD 100,000

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FINAPORT Asset Management is the Swiss SEC-registered member of the FINAPORT group, providing asset management to American clients.
"Switzerland is resistant and innovative during times of crisis"

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