Worried about the future of the U.S. dollar? Discover why more Americans are turning to the Swiss Franc as a stable, long-term store of value. In this post, we explore the benefits of currency diversification, the unique strength of the Swiss Franc, and how you can safely shift part of your wealth offshore—without the stress.
In this episode of the Swiss Money Secrets podcast, we uncover one of Switzerland’s most fascinating and often misunderstood tax regimes for residency: Swiss Lump Sum Taxation. This unique system allows qualifying non-Swiss nationals to pay taxes based on their annual living expenses rather than their worldwide income or assets and obtain Swiss residency, creating opportunities for predictability, privacy, and full enjoyment of the nation of Switzerland. We break down how the system works, who qualifies, and why it is attractive for retirees, global entrepreneurs, and internationally mobile families looking to immigrate to Switzerland. You’ll also discover how lump sum taxation is calculated, the key differences between Swiss cantons, and why careful planning with experienced advisors is essential to avoid unexpected pitfalls.
The U.S. has slapped a steep 39% tariff on Swiss imports, a move that threatens small businesses and could strain long-standing trade ties. Will Switzerland’s economy show resilience, or could extended tariffs risk slowing growth in key sectors? Looming beneath the headlines of the U.S.’s record stock markets are fragile consumer confidence and mounting political pressure on the Federal Reserve. These forces together signal an undercurrent of uncertainty with potential global repercussions. So is the sky falling, or are there opportunities to be found?
The U.S. government now accepts Venmo payments to reduce the national debt—an almost surreal symbol of a much deeper problem. In our latest article, we examine how exploding deficits, the $4 trillion “One Big Beautiful Bill,” and the proposed Mar-a-Lago Accord point to a deliberate shift toward a weaker dollar. For investors, this isn’t just policy—it’s a wake-up call.
In this insightful episode, we explore the foundations of cross-border financial planning, designed specifically for Americans. Whether you're considering living overseas, investing internationally, or planning to retire abroad, understanding how to navigate complex financial landscapes across borders is essential. We dive into what cross-border financial planning really means—managing income, assets, and obligations that span multiple countries—and why it's crucial for maintaining compliance, minimizing tax liabilities, and protecting your wealth. We're joined by special guest John McNertney, founder and owner of Green Ocean Global Advisors, who brings deep expertise in helping Americans manage their finances across borders. John shares real-world insights on avoiding common pitfalls, understanding regulatory requirements, and building a solid, globally integrated financial strategy tailored to individual goals.
Jess Roberson of WHVP joins John McNertney, CFP® of Green Ocean Global Advisors, for an insightful webinar on thoughtful foreign exchange practices. Learn how to navigate currency exchange rates, use multi-currency wallets, and optimize order types like limit orders and forwards. Explore real-world examples, including how clients manage recurring international payments and gain insights from case studies when considering moving outside the US to Portugal.
Thinking about opening a Swiss bank account as a non-resident? Switzerland’s banking system is world-renowned for its stability, security, and access to global investment opportunities. Many Americans are turning to Swiss banks to protect their wealth from inflation, currency devaluation, and economic uncertainty. The good news? It’s possible—without even traveling to Switzerland. Learn why Swiss banking is a smart move, how to open an account legally, and why working with an SEC-registered Swiss advisor is essential. Read more to find out how to get started.
In 1991, Robert Vrijhof saw what others didn’t. As the U.S. dollar weakened and global risks rose, he founded WHVP to help Americans protect their wealth internationally. Now, as he turns 70, we reflect on the legacy he built—and how the next generation is carrying it forward with fresh energy, education, and a personal touch.
Geopolitical tension, a weakening dollar, and political uncertainty in the U.S. paint a very different picture than the one markets seem to believe. Meanwhile, Swiss and European markets quietly outperform. What does this disconnect mean for your portfolio—and why are more Americans turning to Switzerland for answers?
In this episode of Swiss Money Secrets, hosts Jamie Vrijhof-Droese and Jess Roberson are joined by Blake Harris, founder of Blake Harris Law and a leading expert in asset protection. Together, they explore the power and purpose of Cook Islands trusts—one of the most robust legal tools for protecting wealth internationally.
Choosing the right wealth manager is crucial for achieving financial success. Our latest blog post outlines essential qualities to look for in a wealth manager and strategies for selecting the perfect financial partner.
Looking to safeguard your wealth beyond the U.S. financial system? Discover the key differences between offshore and domestic banking—and why combining both can strengthen your financial future. In our latest blog, we break down the benefits of Swiss offshore banking, including asset protection, currency diversification, and global investment access. Learn why offshore banking isn’t just for the ultra-wealthy and how you can get started, starting at $500,000.
In this episode of Swiss Money Secrets, WHVP’s Jess Roberson, Jamie Vrijhof-Droese, and Urs Vrijhof-Droese come together for an in-house discussion on the key economic developments shaping the spring of 2025. They explore Switzerland’s current 0% inflation rate and the growing conversation around a potential return to negative interest rates. The team also discusses the U.S. tariffs introduced in recent weeks, offering a Swiss and European perspective on how these measures are being viewed and what impact they are having on global markets and the U.S. dollar.
Moody’s just downgraded the U.S. credit rating. Debt is climbing. Interest payments are exploding. And Washington isn’t fixing it. What does this mean for your wealth—and how can Swiss offshore banking help protect it? Discover why now is the time to think beyond the dollar.
In this episode of The Swiss View, Jess Roberson and Urs Vrijhof-Droese take a closer look at Switzerland’s inflation and interest rate landscape, putting it in context with the broader economic developments in the U.S. and Europe. They discuss how consumer sentiment is shifting across these regions and explore the political changes influencing fiscal and monetary policy. From Swiss price stability to the Fed’s next move, tune in for a comprehensive macroeconomic check-in.
In our latest Swiss View, we explore the market’s reaction to renewed U.S. tariffs, a surprising shift in the dollar, and why European markets remain a stabilizing force. From gold’s rally to crypto’s comeback, get our perspective on what’s moving global markets — and how international diversification can protect your wealth.
Why are more Americans turning to offshore banking? It’s not about secrecy—it’s about diversification, asset protection, and access to global investments. Offshore accounts help safeguard wealth from economic downturns, lawsuits, and currency devaluation while opening doors to exclusive financial opportunities. And yes, it’s completely legal when done right. Discover why offshore banking is a smart strategy and how you can get started—without leaving the U.S.
As discussions heat up around the proposed U.S. sovereign wealth fund, questions are emerging about its long-term impact. Will it help stabilize the economy, or introduce political risk, market distortion, and unfair competition? Discover how this development could affect your financial future and why international diversification offers a crucial layer of protection.
In the latest episode of Swiss Money Secrets, we dive into the unique experience of being part of a multi-generational, family-run wealth management firm. Our long-time team member Julia shares her journey, offering a behind-the-scenes look at how WHVP has evolved over the years—balancing tradition with innovation while staying true to its core values. She reflects on the advantages of working in a close-knit environment, how leadership transitions shape company culture, and why long-term relationships with clients and employees alike are at the heart of what we do. Whether you’re part of a family business yourself, interested in career longevity, or curious about the inner workings of a boutique Swiss wealth management firm, this episode offers valuable insights.
Living in Switzerland as a U.S. expat or dual citizen comes with unique financial challenges, from regulatory compliance and tax obligations to limited investment options at local banks. At WHVP, we specialize in providing tailored, compliant, and private offshore investment solutions for Americans abroad. Discover how our Swiss-based, SEC-registered firm helps you diversify your savings, protect your wealth, and achieve financial peace of mind. Start your journey with a free consultation today.