As 2025 comes to a close, we reflect on a year marked by strategic focus, personal milestones, and deepened client relationships. From celebrating our founder’s 70th birthday to expanding our team and raising the bar in client communication, this year reaffirmed our commitment to helping Americans protect their wealth through trusted Swiss offshore solutions.
Most Americans think they’re diversified — but are they really? In this episode of Swiss Money Secrets, we unpack what U.S. investors consistently misunderstand about offshore banking, currency risk, and true diversification — and why doing nothing may be the biggest risk of all.
Black Friday reached record levels this year — but the headline numbers only tell part of the story. In the newest episode of The Swiss View, Jess Roberson and Urs Vrijhof-Droese examine what rising prices, fewer true discounts, and shifting consumer behavior may signal about the underlying strength of the U.S. economy.
As the U.S. dollar weakens and data breaches rise, more Americans are looking offshore to protect what they’ve built. Discover why Switzerland remains the world’s safest hub for banking and how WHVP helps U.S. clients preserve wealth, reduce risk, and gain true international diversification.
As questions about market stability and economic reality grow louder, this interview with WHVP’s Urs Vrijhof-Droese offers a timely and clarifying perspective. Published on Miller on the Money — a free newsletter released on a weekly basis — Dennis Miller and Urs explore the widening gap between soaring stock indices and real-world economic pressures, the risks of market concentration, and how different regions navigate mounting financial challenges. For readers seeking a grounded, international view of today’s shifting economic landscape, this discussion provides clear insight and valuable context.
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.
As the year draws to a close, global markets continue to deliver a mix of surprises and challenges. From renewed trade agreements and resilient U.S. markets to signs of recovery in Europe and encouraging news from Switzerland, the investment landscape remains complex—but not without opportunity.
We’re thrilled to introduce Alisa Bekteshi, our new Executive Assistant at WHVP. With a strong background in private banking and international experience, Alisa brings fresh energy and precision to our Zurich office. Get to know her story and what she’s most looking forward to in her new role.
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.
Global instability is reshaping markets. In this episode of The Swiss View, we discuss government debt, currency shifts, and precious metals amid geopolitical tension. Discover why Switzerland’s stability stands out and what investors can learn from the latest global developments.
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.
Is your retirement plan relying too heavily on the U.S. economy and the dollar? In today’s uncertain financial landscape, concentrating your entire nest egg in one country could leave you exposed. This post explores the hidden risks of a U.S.-only retirement strategy—and how international diversification, including Swiss banking, can offer greater long-term security and peace of mind.
When the music stops, will markets still keep the rhythm? Despite record-high stock indices, economic warning signs are everywhere: rising debt, lower interest rates, and mounting global tensions. This edition of The Swiss View looks at the growing gap between market performance and economic reality—and what it means for investors navigating uncertain times.
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.
The Digital Euro is moving closer to becoming a reality, but some clarity is needed to bring the conversation to a more informed level. The recent U.S. job revisions are raising questions about the real strength of the American labor market and how this might affect future Federal Reserve policy. Both the Federal Reserve and the Swiss National Bank are heading into pivotal interest rate decisions; meanwhile, Swiss economic sentiment has started to soften, and we assess what the latest indicators are signaling about growth risks and market confidence.
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.
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.