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."
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.
SEC-registered Alpen Partners International
Bäch/Wollerau | Zurich | Geneva | Locarno
New Partners have joined!
Heinrich Bosshard | Partner
+41 58 105 75 50 | +41 77 503 24 43
USA +1 415 570 38 39
Ty Lim | Partner
+41 58 105 75 77
USA: +1 212 461 3684
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".
Swiss SEC-registered, independent asset managers
Citywire SWITZERLAND's TOP 50 INDEPENDENT ASSET MANAGERS 2021
★ 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.
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."
LAUnched today, December 7!
★ New listing ★
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
“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.
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."