Managing Partner Urs Vrijhof-Droese was recently interviewed for a "Miller, on the Money" article to discuss how Switzerland managed to stay not only neutral but also help much of the world protect its financial assets in times of turmoil and how they approach it in today's world.
We delve into the nuances between US and Swiss SEC Registered Investment Advisors (RIAs). While both types of RIAs can provide valuable advice and services, there are key distinctions in regulations, services offered, investment culture, and costs. US RIAs are typically more diverse in services offered and might be more focused on short-term gains, while Swiss RIAs specialize in wealth preservation, long-term investing, and may offer more personalized services. Switzerland's financial stability, privacy laws, and access to global markets make it an attractive destination for investors seeking wealth management services.
In a globalized world, financial landscapes have evolved, and the utilization of offshore bank accounts has become an intriguing phenomenon. These accounts, tucked away in distant jurisdictions, have gained both intrigue and controversy due to their association with privacy, international investments, and legal strategies. In this blog post, we will delve into the intricacies of offshore banking, popular destinations like Switzerland, and the reasons why individuals, particularly Americans, choose to open offshore bank accounts.
This presentation from Jamie and Urs Vrijhof-Droese was given to an audience at Freedom Fest in Memphis. It covers how Americans can utilize the Swiss banking system, financial services, and registered investment advisors to bring stability to their existing or new investment portfolios. This dynamic presentation will allow the view to learn about the Swiss economic environment, what working with a Swiss asset manager is like, and the historical performance of the CHF to USD valuation. Urs Finished the presentation off with his take on what the markets will look like in the second half of 2023 and the long-term opportunities it can present.
On this podcast episode, the WHVP team sits down with Blake Harris of Blake Harris Law to discuss Cook Islands Trusts, asset protection, and privacy for Americans. In addition, the podcast will quickly cover the tax reference up for a national vote in Switzerland on how the country will allocate the extra revenue the country will receive from taxing corporations with the newish OECD global corporate minimum tax. We hope you enjoy it!
Asset protection is crucial for individuals to be able to protect their hard-earned wealth, and the use of a Swiss bank account might just be the right option to consider. Switzerland's long history of secure and confidential financial services, strict privacy laws, political stability, and strong banking sector make it an appealing choice for asset protection. You can learn more about the various advantages of Swiss banking, such as privacy and confidentiality, political stability, a strong banking sector, and diversification opportunities when reading this blog.
In an ever-evolving global economy, defined by an ever-increasing debt ceiling, skyrocketing inflation, geopolitical tensions, and deep-seated political division, the quest for financial security has taken on a new level of urgency. As the foundations of the U.S. financial system quivers under the weight of uncertainty, astute investors are turning their attention to offshore banking for a shield against potential storms.
WHVP's CEO Jamie Vrijhof-Droese sits down with renowned Asset Protection Attorney Blake Harris to discuss what Americans need to know about Swiss Banks and how they can access them through a Swiss independent asset manager. The interview is one that can help Americans start their due diligence in wading into the water of international diversification and capital preservation.
In this blog post, we'll explore the earliest offshore banking regulations from the 1930s to recent developments like the Foreign Account Tax Compliance Act (FATCA) and new rules for anti-money laundering and sanctions against certain countries. Join us on a journey through history and discover the changing landscape of offshore banking regulations for Americans.
Diversification is a topic that often comes up when investing. However, for Americans attaining true portfolio diversification can take time and effort. However, some good options are available to Americans when looking to invest outside of the U.S. investment market, dollar, and economy. This blog will cover the challenges Americans face in building a truly diversified portfolio and what they can do to overcome them.
Thinking about moving investments offshore is a big decision. It takes time and effort to conduct the due diligence needed to find the right partner and set up an offshore investment account. However, the strategic move can offer many positive qualities to an investment portfolio. So, is it worth making a move for the opportunities, risk mitigation, time, and effort to gain the benefits of capital preservation, risk mitigation, asset protection, and true diversification?
For international day of banks, we wanted to talk about what Swiss private banks offer Americans in terms of safety and privacy for their personal wealth information. The reality is that Swiss bank accounts are 100% legal for Americans to hold financial assets in, and there are some incredible perks that come with having a Swiss investment account as an American. The two benefits we will be focusing on today are safety and privacy.
It is crucial to understand how things work for any administrative process, especially when it comes to setting up an offshore investment account as an American. This blog will cover the due diligence needed to find the right Swiss independent asset manager for your situation. It will also cover the documents required to start the process and the paperwork that can be expected when establishing a private offshore investment account.
One of the questions we get asked by prospective clients seeking offshore investment diversification through us as an independent asset management firm is: "How do you determine which custodian banks to work with?" The answer to this question is quite complex, so we will use this blog to give insight into how we determine where to begin our search for top-level private banks. We will briefly cover why we find Switzerland and Liechtenstein to be premiere economic environments for finding the right custodian bank for our clients.