A Swiss custodian bank holds financial assets, processes transactions and maintains the official account records, while an independent wealth manager manages the portfolio under a separate written mandate. For U.S. clients, opening and operating this type of account involves eligibility review, Know Your Customer and anti-money-laundering checks, source-of-wealth documentation, bank approval, funding, ongoing portfolio management and continued U.S. tax and account-reporting obligations.

Cross-border wealth management means managing assets across more than one country, currency, custodian or legal jurisdiction while complying with the relevant rules. For an American client, staying in control of assets managed through Switzerland depends on four practical things: knowing who owns and holds the assets, receiving useful reporting, understanding fees and decision-making authority, and having direct access to the people responsible for the portfolio.

Offshore banking is gaining attention among US investors facing rising federal debt, persistent inflation, and heavy concentration in the US dollar and legal system. This checklist explains what affluent Americans need in place, financially, legally, and operationally, before opening a Swiss or Liechtenstein account, and how to approach the process in a compliant, structured way.

WHVP is a Swiss asset manager registered with the U.S. Securities and Exchange Commission and licensed by FINMA. Operating under both U.S. and Swiss regulatory frameworks, the firm combines international perspective with disciplined oversight, offering clients a structured and transparent approach to global wealth management.

In this episode of Swiss Money Secrets, the team sits down to discuss the often misunderstood world of private banks in Switzerland and Liechtenstein, along with an overview of what account opening looks like for Americans and how they can prepare for it. On the episode, WHVP’s Jess Roberson and Jamie Vrijhof-Droese are joined by WHVP's newest member, Executive Assistant, Alisa Bektshi, who is a rising talent in the private banking and wealth management world for Americans looking to open an account offshore.

Discover the key steps Americans must take before going offshore—from compliance and transparency to finding trusted Swiss partners like WHVP.

In this episode of Swiss View, WHVP examines the latest developments in President Trump’s global tariff policy, including the newly announced 10% worldwide tariff and its rapid increase to 15% under Section 122 authority. The discussion unpacks the legal framework behind these measures and explores what escalating tariffs could mean for global markets, supply chains, and economic growth.

In this episode of Swiss Money Secrets, WHVP’s Jess Roberson and Jamie Vrijhof-Droese welcome Daniel Gabrieli, Partner at Wenger Plattner, for an in-depth discussion on how Swiss inheritance law affects U.S. citizens. Together, they unpack one of the most fascinating—and often overlooked—areas of cross-border planning: the legal framework governing inheritance between the United States and Switzerland.

Offshore banking offers a powerful way to protect and diversify your wealth beyond U.S. borders. Whether you’re looking for greater financial stability, international investment access, or protection from currency devaluation, taking the first step doesn’t have to be complicated. This post walks you through exactly what you need to get started—clearly, legally, and with confidence.

In this episode of Swiss Money Secrets, WHVP’s team sits down and answers some of the most common questions we hear about Swiss banking for Americans. From the impact of FATCA to the real advantages of opening an account overseas, we break down what’s possible today and what clients can expect when considering Switzerland as part of their financial strategy. We walk through the practical side of compliance and on-boarding, explaining the documents required, how long the process usually takes, and how Swiss accounts differ from those in the U.S. Our team also discusses account structure, including options for holding multiple currencies, precious metals, and even the possibilities around crypto or IRAs.

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.

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.

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.

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.

Discover how involving beneficiaries in family wealth management can set the stage for generational success. Our latest blog post explores strategies for engaging family members, teaching financial literacy, and fostering a culture of responsibility and stewardship.

In this episode of Swiss Money Secrets, Neal Weiss and Jonathan Tiegerman from Tiegerman Tax discuss the potential impact of Donald Trump’s return to the White House in 2025. They analyze expected shifts in estate and gift taxes, corporate tax rates, and the Tax Cuts and Jobs Act, focusing on strategies for wealth preservation, including gift tax planning and charitable giving. The episode also explores market reactions, such as a stronger US dollar, potential rate cuts, and the effects of Trump's "America First" policies on domestic and offshore investments.

Choosing the right offshore jurisdiction is crucial for safeguarding your wealth and privacy. Our latest blog post explores various offshore banking options and concludes that Switzerland and Liechtenstein stand out as the best choices for private wealth management. Learn why these jurisdictions offer unparalleled safety, stability, and confidentiality.

Curious about how offshore wealth management works? At WHVP, we partner with trusted private banks in secure jurisdictions like Switzerland and Liechtenstein to safeguard your assets. Learn how our unique structure offers both personalized service and top-tier security, ensuring flexibility and peace of mind for U.S. clients. Discover the benefits of this powerful partnership in our latest blog post!

While the convenience of online banking is undeniable, opening a Swiss bank account online isn't possible due to stringent cybersecurity measures. Discover the secure alternative: opening an account via correspondence. Learn how you can access the stability and privacy of Swiss banking without the need to travel.