Switzerland and the United States have developed financial centers with very different strengths. The U.S. is built around large, liquid capital markets; Switzerland is built around cross-border wealth management, multi-currency investing and long-term continuity. Understanding what each center does well can help American investors think more broadly about how their wealth is structured.
This guide provides an overview of how U.S. persons may open a Swiss investment account, hold assets across currencies and jurisdictions, and address applicable U.S. tax and reporting requirements.
Are your assets tied mostly to the U.S.? Discover five practical ways U.S. investors can explore international allocations, diversify exposure, and align portfolios with a global perspective—all within a compliant and reportable framework.
In this episode, we revisit the debate between Bitcoin and gold — but from a different angle. Instead of asking which asset will win, we ask a more important question: What can they teach us about building resilient wealth in a volatile world? Over the past few years, investors have experienced liquidity booms, aggressive rate hikes, inflation shocks, and geopolitical instability. Both high-growth assets and traditional safe havens have had moments of strength — and moments of stress. The lesson? Tune in to hear our thoughts.
In a recent conversation with Dennis Miller on Miller on the Money, Urs Vrijhof-Droese, Managing Partner of WHVP, shares his perspective on how monetary policy, structural debt, and international diversification influence portfolios today. He emphasizes the importance of long-term planning, disciplined diversification, and understanding structural risks rather than chasing short-term predictions. From the U.S. to Europe and Asia, the discussion explores how interconnected markets respond to debt, currency pressures, and geopolitical trends—and why currencies like the Swiss franc remain a unique anchor in uncertain times.
Learn how Swiss banking and international diversification can protect your wealth from U.S. political uncertainty. WHVP helps Americans build stable, compliant strategies for long-term financial security.
More Americans are turning to Swiss banking and currency diversification in 2026 to safeguard their wealth from inflation, market volatility, and dollar devaluation.
In a recent webinar, WHVP’s Jess Roberson and U.S. international tax specialist Steven Miller, CPA, explore the two essentials of offshore wealth management for Americans: how international diversification works and what U.S. taxpayers must understand before investing abroad. They discuss the role of a stable currency, why Switzerland continues to stand out as a safe and well-regulated financial center, and the key U.S. reporting rules every American should be aware of, including FATCA, FBAR, PFICs, and CFCs. They also share simple, practical steps for opening and maintaining a fully compliant offshore account.
Don't let misconceptions hold you back. Our latest blog post debunks common myths surrounding offshore banking, revealing the truth about its legality, accessibility, and security. Learn why offshore banking is a legitimate and beneficial financial strategy for US individuals.
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.
In this episode of Swiss Money Secrets, we sit down with Kevin Bürchler from SIP Medical Family Office to uncover the striking parallels between wealth management and health management—and why both are crucial when considering relocation, global mobility, and long-term security. We discuss the challenges faced by high-net-worth individuals navigating international regulations, accessibility concerns, and the risks of being taken advantage of due to wealth. We also dive into longevity planning: If you expect to live to 120, how should you adjust your investment strategy, healthcare planning, and asset protection? If you’re considering diversifying your wealth abroad, securing better healthcare, or even relocating to a more stable jurisdiction, this episode is a must-listen. Plus, stay tuned for an exclusive discount code to attend the SIP-Bilanz Health & Longevity Conference, where you’ll gain deeper insights into managing health and wealth on a global scale.
In an ever-changing world, political developments can send shockwaves through financial markets, affecting everything from stock prices to currency values. How can you safeguard your wealth amidst this uncertainty? Discover strategic insights and expert advice in our latest blog post on navigating political turbulence in wealth management.
Discover the powerful combination of Cook Islands trusts and Swiss bank accounts for unmatched wealth protection. In collaboration with Southpac Group, WHVP invites you to watch this one-hour webinar, designed specifically for high-net-worth Americans. Here is what you will learn: 1) Proven strategies to protect your assets from legal and economic threats. 2) Why Switzerland’s renowned financial privacy and stability are key to safeguarding wealth. 3) How Cook Islands trusts offer secure, flexible solutions for international wealth planning. Led by industry experts, this webinar provides actionable insights to fortify your financial future. Whether you’re concerned about litigation risks, political instability, inflation, or preserving wealth across generations, this session will empower you to build a lasting legacy.
The U.S. dollar is stronger than ever, but what does that mean for your portfolio? Explore how global diversification can help you access undervalued opportunities, reduce risk, and add balance to your investments. Learn why taking a broader view of the world can benefit your financial future.
The Trump era begins with the U.S. markets remaining strong, but it might be where investors aren't looking where the opportunities lay; it might just be undervalued international stocks. Other countries' currencies have seemingly crumbled as the U.S. dollar went on a tear in appreciation, but there is another explanation that gives pause for concern to those touting, "USA, the dollar is here to slay." We cover these topics and more in this edition of the Swiss View Podcast.
U.S. stocks stole the spotlight in 2024, but the story doesn’t end there. From currency shifts to overlooked opportunities abroad, our year-end report unpacks the forces reshaping global markets—and why savvy investors should pay attention. Discover the hidden trends that could define your portfolio’s future.
Join us as we revisit the most impactful topics from Swiss Money Secrets in 2024. This special episode highlights expert insights on offshore wealth management, regulatory compliance, and asset protection tailored for Americans seeking to safeguard and grow their wealth internationally.
Discover how offshore banking can help you diversify your currency holdings, reduce financial risks, and capitalize on international opportunities. Read our latest blog post to learn why currency diversification matters in today's global economy.
Join Jamie Vrijhof-Droese for an insightful session on the unique benefits of Swiss wealth management for Americans. Learn how to access Switzerland's renowned financial infrastructure legally and effectively, comply with U.S. regulations, and open offshore accounts. Discover how Swiss banking can diversify and stabilize your portfolio, hedge against market volatility, and enhance financial resilience. Jamie will address misconceptions and highlight opportunities for leveraging one of the world’s most respected financial systems. Perfect for investors, financial professionals, or the curious—this session is your gateway to Swiss wealth management.
In International Living's "Election Aftermath Summit," Jamie Vrijhof-Droese of WHVP joins experts Jeff Opdyke and Kim Iskyan to discuss the impact of Donald Trump’s 2024 re-election on wealth management and the economy. Moderated by Ben Murnane, they cover financial risks, economic outlook, and the benefits of Swiss offshore banking as protection against currency devaluation and market volatility, offering actionable insights for investors.