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Preserving legacies since 1991

We protect Americans' Wealth through Swiss Offshore Banking

Schedule your free consultation today

Grüezi and welcome!

Offshore wealth management can help you reduce risks like USD devaluation, frivolous lawsuits and a lack of privacy protection while simultaneously capitalizing on international investment opportunities that are lacking in the U.S.

Moving your wealth outside your home country is perfectly legal and will help you sleep better, knowing your money is safe and sound - especially in today's political environment. It will allow you to spend less time worrying and give you the freedom to do the things you love.

Setting up your Swiss bank account can be achieved in four easy steps from the comfort of your home:

  1. Schedule a free 45-minute consultation to get acquainted and have all your questions answered.
  2. Gather the needed documents to apply at the bank and complete the account opening documents.
  3. Wire the funds to your newly opened offshore bank account.
  4. Participate in your initial investment meeting and your relationship manager will stay in touch.

Your Offshore Wealth Manager

WHVP is a family business owned and managed by the second generation. For over three decades, we have helped hundreds of American clients with their offshore banking needs. Therefore, in addition to being licensed in Switzerland, we are also a registered investment advisor with the U.S. Securities and Exchange Commission. In 2021 we were even crowned "Best Servicing for North American Clients" in Switzerland by Wealth Briefing.

We partner with several first-class private banks in Switzerland and Liechtenstein, which act as custodian banks for our clients' accounts. Our asset management principles are guided by conservative, long-term oriented capital preservation strategies. Our portfolios consist of investments in foreign currencies, international stocks, bonds, and precious metals. We have a strong focus on a high service level and long-term relationships.

Now we are curious to get to know you! Reach out today to get the ball rolling with a free consultation: