On March 1, the Ultra-Millionaire Tax Act was introduced. If passed, certain affluent families could see their tax obligation increase.

The Foreign Account Tax Compliance Act (FATCA) is a U.S. law that took effect in 2010. It requires foreign financial institutions (like Swiss banks) to report U.S. connected people (e.g. passport holders and green card holders, even if they are residing outside the U.S.) to the U.S. Department of Treasury.

WHVP, one of the industry leaders in cross-border wealth management has been crowned “Best Servicing for North American Clients” and “Best Overall Digital Engaging (In-House)” at the Inaugural WealthBriefing Swiss EAM Annual Awards 2021.

Jamie Vrijhof-Droese, a Managing Partner at WHVP Ltd., spoke about how U.S. citizens can profit from offshore bank accounts. According to the speaker, Switzerland is the no. 2 financial center in Europe. In the world, Zurich is no. 10 and Geneva is no. 14. Jamie also talked about the benefits of offshore bank accounts and the benefits of working with registered investment advisors who are based offshore.

Today's guest is a very longtime friend of WHVP. Jeff Opdyke is an author at International Living and I'm very excited for today's conversation because we will not only touch upon Jeff's position as an author, but we will also talk about his passion, Bitcoin, cryptocurrencies, and the blockchain. He's extremely knowledgeable in this area and I can't wait to hear everything that he has to share about those topics.

After a tumultuous 2020 election season, President Biden has officially taken office. If you are a high-earner, here are 6 challenges that could arise during a Biden administration.

We see the rally at the stock markets continuing on. Despite the warnings of many economists and experienced investors, markets continue to rise further. Big tech companies that seem to lure people away from reasonable evaluation models lead the rally, just as we saw in 2000. To make matters worse, we see many young and inexperienced retail traders being swiped up in the frenzy, leading to events like the spike in companies like GameStop, AMC, and Blackberry. On top of that, we see ridiculous volatility in penny stocks and cryptocurrencies by people on the hunt for quick money. It looks like everybody is meant to be rich.

You may think you need to choose a wealth manager in your local area, but there are a lot of reasons not to limit your choices. Here are some factors to consider first when weighing your options.

Donald Trump was impeached for a second time on Jan. 13, 2021. For investors, could this historical move (plus an impending Senate trial) affect the markets? A look at past presidential impeachments may help determine the answer.

During the last week of January, investors on social media platform Reddit appeared to have created a short sale opportunity with GameStop, AMC and other shorted stocks. Now, it appears that something similar may be happening to silver - an effect many on Twitter are referring to as the #SilverSqueeze. If the “get rich quick” appeal of last week’s GameStop stock showdown has you wondering if you should be invested in another trending topic like silver, we’ve gathered some food for thought below.

GameStop made headlines this week as users on the social media platform Reddit invested heavily in the shorted stock. If you're considering making changes to your portfolio as a result, here's a reminder on diversification.

WHVP wins «Best Asset Manager» at this year's Corporate Livewire’s Prestige Award Switzerland! This award recognizes small and medium-sized businesses, which have proven that they are the best in their market over the past 12 months. Amongst other criteria the judges based their decision on expertise, service provided, innovative practices, as well as consistent performance.

Jamie Vrijhof-Droese, Managing Partner WHVP Ltd, was a speaker at Bosco Online Workshop “Key strategies of Investments and Wealth Management” on January 14, 2021.

First of all, we wish you and your loved ones a very Happy New Year and would like to take the opportunity to express our gratitude for having such a loyal readership! If you feel that your family and friends could profit from our Swiss perspective as well, please feel free to share our newsletter. Also, if you feel that there are certain areas we should work on to provide even more value to you, please let us know!

As the coronavirus cases rise again in most countries, it has a stronger impact on our everyday life again. However, in comparison to the first wave, there is more hope that in the next months the virus will be under control. The news of promising intermediate results of a vaccine published last Monday was a huge relief. In addition, the chances for more positive news regarding vaccination tests are high. However, despite all the optimism there are challenges ahead of us that relativize the euphoria.

In this episode, David Warren – Co-Founder and Chairman of the Board of Bridgeford Trust Company and President/CEO of Bridgeford – sits down with guest, Jamie Vrijhof-Droese – Managing Partner at WHVP – for a discussion on WHVP’s origins, focus, and services as well as their work with U.S. citizens. David and Jamie go on to discuss the COVID crisis and its impact on their investment approach.

Can offshore investing protect your assets from stock market ups and downs? Jamie Vrijhof-Droese of WHVP explains benefits of offshore investing, what is involved, and how to get started.

Bosco Online Workshop “Tax and Wealth planning in volatile times”, Jamie Vrijhof-Droese Managing Partner WHVP Ltd., delivered a presentation on “Swiss Wealth Management for US Clients”.

While hope emerged during the last couple of months that things are getting better and life returns to normalcy, the current situation shows us that this is most likely not going to happen any time soon. It is very difficult to find good news these days and to anticipate these expectations about the future.

Featuring: David S. Lesperance, Founder, Lesperance Associates, Urs Vrijhof-Droese, Managing Partner, WHVP (in Switzerland) & Allan Maksymec, Partner, Strategic Swiss Advisors.