Personal trip - Mixing business with pleasure
There is nothing like coming to Switzerland to get a firsthand touch and feel of the unique Swiss environment for your assets. Establishing personal contact with your Swiss SEC-registered investment advisor (SEC RIA) is the beginning of a successful, long-term relationship. Discuss your needs and options with your personal Swiss relationship manager, visit the custodian banks, get to know Swiss-based US tax advisers to get your US reporting requirements and taxes right, and if required, sit together with a financial planner, an estate-planning lawyer, an insurance specialist and a trust adviser to really understand all aspects of investing a portion of your assets in Switzerland, taking your present and future strategy and needs into consideration. Perhaps you are also interested in citizenship and residence planning...alternative nationalities are available to you and your family.
Swiss Wealth Management Introduction Program
WAAW will happily organize your personal "Swiss Wealth Management Introduction Program" during your trip to Switzerland, summer or winter. Either as an add-on to the travel plans you already have or starting from scratch, including accommodation in Switzerland as well as where to go and what to see, be it wining and dining, shopping, sports, sight-seeing or whatever your particular interests are. We are also happy to organize your entire itinerery and act as your personal guide.
Be it for yourself, as a couple, the whole family or as a group, we will organize an exclusive, tailor-made program to make your stay efficient, enjoyable and worth your while.
To get started, please contact us.
Mixing business with pleasure!
Wealth creates unique challenges and opportunities for families with the goal of preserving and increasing wealth through generations. We organize tailor-made family retreats to create a framework, not only for wealth management and estate planning but also for values transfer, family governance and the development of human capital.
Come to Switzerland and add the successful Swiss touch to building a legacy for your family based on common financial values and attitudes, as well as a working communication system to move forward.
For further information, please contact us.
Swiss wealth management conferences
We regularly organize exclusive and intimate wealth management conferences for individual investors as well as American financial services professionals with participating Swiss SEC RIAs and other service providers. There is not an easier way to take a closer look, meet the professionals, and discuss possibilities than by attending one of our conferences with an interesting and enjoyable extracurricular program.