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.

Upcoming Webinar

Details coming soon — stay tuned.

Want to be the first to know? Join our mailing list to receive updates and early registration links.

Previous Webinar

In this webinar, WHVP’s Jess Roberson and U.S. international tax specialist Steven Miller, CPA, walk through the two core pillars of offshore wealth management for Americans: how international diversification works and what U.S. taxpayers need to understand before investing abroad.

This session explores:

• Long-term themes that influence currency purchasing power
• Why the Swiss franc is widely viewed as a historically stable currency
• Switzerland’s role as a global hub for cross-border wealth management
• Key U.S. tax considerations: FATCA, FBAR, PFICs, CFCs, foreign trusts, and more
• How proper structures and professional guidance help support compliance
• Differences in how markets around the world are valued and regulated
• Practical steps for opening and maintaining a compliant offshore account

If you’re an American looking to better understand international diversification — or already navigating foreign assets — this webinar offers a clear, practical framework to help you move forward confidently and compliantly.

Watch the full webinar below or on our YouTube channel.