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Combining Investments, Industry News and a Swiss Perspective

Resources about Offshore Banking

When is enough, enough? Thumbnail

When is enough, enough?

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.

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While the World Watches the Games Thumbnail

While the World Watches the Games

As the Winter Olympics highlight discipline and preparation, today’s global economy calls for the same mindset. Beneath resilient markets lies a growing concern: rising sovereign debt, shifting currency confidence, and increasing reliance on government spending. Are investors witnessing strength—or complacency? And how should you position your wealth in response?

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U.S. Citizens & Swiss Inheritance: What You Need to Know About Cross-Border Estate Planning Thumbnail

U.S. Citizens & Swiss Inheritance: What You Need to Know About Cross-Border Estate Planning

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.

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Equanimity Instead of Excitement Thumbnail

Equanimity Instead of Excitement

In a year marked by market volatility, currency shifts, and emotional headlines, staying calm and diversified proved more valuable than ever. In this edition of The Swiss View, we explore how Swiss-based international investing and reducing USD exposure helped protect client portfolios—and why equanimity remains the key to long-term wealth preservation in 2026.

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WHVP's Year in Review 2025 Thumbnail

WHVP's Year in Review 2025

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.

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What We Wish Every American Investor Knew Thumbnail

What We Wish Every American Investor Knew

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.

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Miller, On The Money: How Long Can Investors Afford To Ignore Reality? Thumbnail

Miller, On The Money: How Long Can Investors Afford To Ignore Reality?

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.

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Webinar: International Diversification & U.S. Taxes Thumbnail

Webinar: International Diversification & U.S. Taxes

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.

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Meet Alisa Bekteshi: Welcoming Our New Executive Assistant  Thumbnail

Meet Alisa Bekteshi: Welcoming Our New Executive Assistant

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.

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U.S. Citizenship Renunciation Thumbnail

U.S. Citizenship Renunciation

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.

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Geopolitical Instability & The Markets Thumbnail

Geopolitical Instability & The Markets

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.

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A Simple Guide to Opening an Offshore Bank Account Thumbnail

A Simple Guide to Opening an Offshore Bank Account

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.

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Is a U.S.-Only Retirement Strategy Still Safe? Thumbnail

Is a U.S.-Only Retirement Strategy Still Safe?

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.

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When the Music Stops Thumbnail

When the Music Stops

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.

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