Cross-border wealth management means managing assets across more than one country, currency, custodian, or legal jurisdiction while complying with the relevant rules. For families planning beyond one generation, continuity depends not only on the portfolio, but also on access to decision-makers, clearly defined responsibilities, documented objectives, and a wealth manager with its own succession plan.

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.

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.

In this episode of Swiss Money Secrets, we sit down with Johannes Kern, Managing Director of the Frankencoin Association, to explore stablecoins and why Switzerland has earned its reputation as a stronghold of financial stability. Instead of asking whether cryptocurrencies will replace traditional money, we ask a more important question: How can stablecoins and Swiss monetary principles help investors navigate uncertainty and preserve wealth? Tune in to hear insights on Switzerland’s neutrality, the Swiss franc’s “Swiss steel” reputation, and how these lessons apply to offshore banking, international diversification, and the future of digital money.

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

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.

Thinking about renouncing your U.S. citizenship? In this episode of Swiss Money Secrets, WHVP speaks with Arielle Tucker, CFP®, about the financial, legal, and emotional realities of expatriation. Learn about the exit tax, embassy process, and planning steps every American abroad should know.

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.

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.

Over the last 25 years, the US dollar has lost 42% of its value against the Swiss franc. With inflation rising and purchasing power shrinking, now is the time to protect your assets. Discover why diversifying into the Swiss franc is a smart move for Americans looking to safeguard their wealth. Learn more about how Switzerland's stable economy and strong currency can offer you security and growth in an uncertain world.

Are you looking to protect your wealth, gain financial privacy, and explore international investment opportunities? Our latest blog post breaks down everything you need to know about interest rates on Swiss bank accounts. Learn about the current landscape, the history of negative interest rates, and why the Swiss franc is a safe haven currency. Get expert insights on how to maximize your returns and safeguard your assets.

Looking to protect your wealth, gain financial privacy, and explore international investment opportunities? Discover how to open a Swiss bank account. In this step-by-step article, we cover everything from choosing a reputable Swiss bank to working with an SEC registered investment advisor to ensure seamless account opening for US clients.

Dive into the world of Swiss banking: where financial sophistication meets unparalleled security. Discover how a minimum deposit of $500,000 opens the door to a realm of global investment opportunities, guided by expert wealth managers ensuring tax efficiency and regulatory compliance. Explore the possibilities and protect your wealth with Swiss precision and discretion.

In this blog post, we'll explore the possibilities and advantages of opening a Swiss bank account as a non-resident. Whether you're seeking to protect your assets from the devaluation of the US dollar, guard against frivolous lawsuits, or simply diversify your investment portfolio internationally, a Swiss bank account could be a strategic move. Not only is it entirely legal, but it also offers a level of security and peace of mind that few other banking systems can match.

Explore how Swiss wealth management offers unparalleled confidentiality and asset protection for Americans through stringent privacy laws and a deep-rooted culture of discretion. Delve into the historical evolution of Swiss banking secrecy, its adaptation amidst international tax disputes, and the rigorous training that ensures exceptional service and compliance. Discover why Switzerland remains the premier destination for secure and discreet financial solutions, balancing robust privacy with adherence to both Swiss and U.S. regulations.

Discover the secrets behind Swiss banks' global reputation for excellence in wealth management and financial services. From their historical foundations to their modern-day expertise, explore how Swiss banks cater to the needs of US-connected clients through tailored solutions, international networks, and unrivaled discretion. Learn why Swiss banks remain the preferred choice for those seeking stability, reliability, and personalized financial strategies in today's dynamic global landscape.

Switzerland is renowned for its banking sector, often considered a safe haven for global investors seeking financial privacy and stability. However, for American citizens or residents with Swiss bank accounts, understanding the tax implications is vital. The IRS requires the reporting of foreign financial accounts, including Swiss bank accounts, and failure to comply can result in severe penalties. Here's what you need to know about the tax obligations associated with a Swiss bank account.

In the complex world of finance, the safety and security of our investments are paramount. This is especially true in the case of a bank's bankruptcy, where the lines between a bank's assets and those of its clients can become blurred. To address this issue, new regulations have been introduced in Switzerland, specifically targeting the custody business. These regulations, which came into effect last year, on January 1, 2023, seek to enhance investor protection and align Swiss law with international standards. So, what are these new regulations all about, how do they affect you as an investor, and how do they defer from the U.S. regulation? Let's break it down.