AW✚SWITZERLAND

A DIRECTORY OF SWISS WEALTH MANAGEMENT, PRIVATE BANKING, AND OTHER SERVICES

FOR US, CANADIAN, AND LATIN AMERICAN CITIZENS, RESIDENTS, AND EXPATS

americanswelcome.swiss • #awswitzerland

SERVICES & SPECIALIZED INVESTMENTS

FOREIGN NATIONALS BECOMING US-PERSONS
SWISS AND US CUSTODIAN
US TAX ADVISORS
CROSS BORDER PAYMENTS
LAWYERS
SWISS COMPANY FORMATION
TRUSTS AND TRUSTEES
FIDUCIARY SERVICES
WEALTH STRUCTURING | ESTATE PLANNING
INVESTMENT CONSULTING
PRIVATE PLACEMENT LIFE INSURANCE
FAMILY ADVISORY and FAMILY GOVERNANCE
FAMILY PHILANTHROPY
NEXT GEN PLANNING
SINGLE FAMILY OFFICE ADVISOR
REAL ESTATE
CITIZENSHIP AND RESIDENCE PLANNING
SWISS LUMP SUM TAXATION - SWISS RESIDENCY
MEDICAL SERVICES AND INSURANCE SOLUTIONS
CONCIERGE SERVICES
FINTECH
CYBERSECURITY
WEALTH MANAGEMENT EDUCATION
CANADA-BASED ADVISORS
US-BASED ADVISORS

SPECIALIZED INVESTMENTS

PRIVATE PLACEMENT LIFE INSURANCE
IRAs
REAL ESTATE
PRECIOUS METALS
ART AS AN ASSET
THEME INVESTING
ALTERNATIVE ASSETS
DIGITAL ASSETS
CRYPTOCURRENCIES