One of our goals is to educate and help you understand the issues you face with your portfolios and wealth. In order to do this, we regularly hold webinars on essential topics that pose a risk to your investments and the options you have in taking steps towards protecting your wealth and truly internationally diversifying. 

We are currently working on our topic and the timing of the next webinar. To stay up-to-date on the upcoming webinar, you can sign up for The Swiss View mailing list here.

Previous Webinar

The Passport Nerds Link Up With WHVP: What the Industry Doesn’t Tell You About Second Citizenship, Residency, and Investment Options

WHVP’s Jess Roberson is joined by global mobility experts Dan Brotman and Marko Peck for a discussion on alternative citizenships and residencies, investment migration, and international diversification.

The webinar explores citizenship through ancestry, traditional residency routes, citizenship and residency through investment, and the important distinctions between citizenship, residency, and tax residency. Dan and Marko also discuss why some individuals are increasingly looking at mobility diversification as part of their broader long-term planning. 

Jess then turns the discussion toward the international mobility of wealth, including the long-term purchasing power of the U.S. dollar, international market and currency diversification, and why Switzerland continues to play an important role in cross-border wealth management.

Watch the full webinar below or on our YouTube channel.