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
Contact Get listed on AW✚SWITZERLAND

Establish a Second Home for Your Assets in Switzerland

Expand your investment horizon - Look beyond borders and explore opportunities in global markets

Reduce home-bias risk with diversification - Build a globally diversified portfolio to balance risk and maximize growth potential.

Access opportunities in Switzerland and worldwide - Leverage Switzerland's unique position as a gateway to international investments.

Engage a Swiss wealth manager - Work with experts who bring international perspective, proven expertise, and global experience to your financial strategy.

Secure your wealth in a leading Swiss private bank - Hold your assets in institutions renowned for stability, security, and excellent service.

Connect with top-tier Swiss wealth professionals - Build a network of experienced specialists to guide your financial journey.

Experience Switzerland’s renowned personalized service - Enjoy tailored, high-quality wealth management solutions that meet your unique needs.

Benefit from Switzerland’s stability and discretion - Take advantage of Switzerland’s long-term political and economic resilience, discretion, and reliability.

Plan for the future - Elevate your lifestyle - Achieve peace of mind
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Swiss SEC-registered investment advisors for Americans
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Swiss wealth managers for Canadians
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Swiss wealth managers for Latin Americans
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SHOWCASE  

Meet real estate, structuring, and financing advisors helping international clients, including Americans, to find their dream property in Switzerland and abroad.
Swiss and international real estate including structuring and financing

SERVICES (CLICK ON SERVICE)

Cross-Border Advisory & Tax Planning

Legal, Trust & Wealth Structuring

Family Office, Governance & Philanthropy
Services for expats and those to come
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SPOTLIGHT
WHVP
WHVP with Jamie Vrijhof-Droese 
THE FORUM FINANCE GROUP
THE FORUM FINANCE GROUP

Monthly Newsletter September 2025

Egon Vorfeld, Managing Partner
Monthly Newsletter September 2025 pdf

THE FORUM FINANCE GROUP
LOBNEK WEALTH MANAGEMENT
LOBNEK WEALTH MANAGEMENT

Lobnek Newsletter September 2025

A Major Elephant in the Room
Marc Moret, CEO
Lobnek Newsletter September 2025

LOBNEK WEALTH MANAGEMENT
REYL OVERSEAS INTESA SANPAOLO GROUP
REYL OVERSEAS INTESA SANPAOLO GROUP

Strategy Outlook September 2025

Key takeaways 🎯
👉 “downside risks to employment are rising” J Powell
👉 Make hay while the sun shines.
How will fed rate cuts shape the dollar and markets?
Roger Groebli, CEO
Strategy Outlook September 2025 pdf

REYL OVERSEAS SAN PAOLO GROUP
LEOVEST PARTNERS
NEW ON AW✚SWITZERLAND FOR CANADIANS

LeoVest Partners, Zurich, Switzerland

serves Canadian clients

Pascal Bucher, Partner | Vincent Roduit, Partner

LEOVEST PARTNERS for Canadian clients
ALPEN PARTNERS INTERNATIONAL
ALPEN PARTNERS INTERNATIONAL

Establishing a Single Family Office in Switzerland: Options for a Discreet and Effective Structure

For globally connected families with significant wealth, Switzerland remains a popular destination for bringing together asset oversight, strategic decision-making, and legacy planning. Its blend of long-term stability, discretion, and world-renowned financial expertise makes it an attractive base for Single Family Offices (SFOs)—especially those navigating complex, cross-border lives in an increasingly interconnected world.

Among American families considering this path, there is often early clarity on why Switzerland, but far less certainty on how to structure and operate the office itself.

Several approaches are available, each with its own practical and strategic considerations.

Pierre Gabris, Founder & Managing Partner

Establishing a Single Family Office in Switzerland: Options for a Discreet and Effective Structure pdf

ALPEN PARTNERS INTERNATIONAL for US clients
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Your assets deserve the world's most resilient and stable environment
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Complement a US-centric investment portfolio with a wealth strategy "Made in Switzerland"
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Swiss wealth management - The new environment for American clients
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AW✚SWITZERLAND received the WealthBriefing Swiss Awards

2021 For the best marketing campaign  ·   2023 For the best use of social media

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