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
When: Wednesday, September 9, 2026, at 11:00 AM ET
Topic: The Passport Nerds Link Up With WHVP: What the Industry Doesn’t Tell You About Second Citizenship, Residency, and Investment Options
Description: Many private clients are increasingly asking about long-term global mobility, driven by geopolitical uncertainty, tax considerations, family needs, and lifestyle optionality. Some are looking to establish a Plan B in case they choose to live outside their country of residence, while others want to understand whether they or their families may already qualify for residency or citizenship elsewhere through ancestry. As immigration policies tighten across many jurisdictions, there is a growing demand for clear, practical guidance on what options remain viable and how to approach them strategically.
In parallel, questions around international banking and financial access have become more urgent for Americans considering global mobility. From opening and maintaining foreign bank accounts to navigating compliance requirements, currency diversification, and cross-border wealth management, understanding how to structure one’s financial life internationally is now a critical component of any mobility strategy. “The Passport Nerds,” Dan Brotman and Marko Peck, who hold seven citizenships between them, will provide an overview of how individuals and families across a range of structures, identities, and income profiles can evaluate lawful pathways to expand their global mobility options—without needing to relocate immediately.
The session will cover traditional immigration, as well as citizenship and residency through ancestry and investment, all of which have evolved significantly over the past year. It will also address how international banking options intersect with these pathways, including practical considerations for Americans seeking to establish financial footholds abroad while remaining compliant and strategically positioned for future flexibility.
Previous Webinar
In this webinar, you will learn how to obtain Portuguese residency through the Golden Visa program, unlocking access to a safe and vibrant European lifestyle. Navigate cross-border wealth management for U.S. citizens, ensuring full legal compliance to protect your hard-earned legacy. Structure and protect your wealth through Swiss banking and asset management solutions designed for high-net-worth individuals. This webinar is your chance to hear directly from a Portuguese immigration, tax, and real estate law firm (Fresh Legal Group) and WHVP’s Jess Roberson. Whether you are planning your next chapter abroad or seeking to safeguard your legacy, this session will provide insights, guidance, and strategies tailored to you. Americans considering relocation, Golden Visa programs, international investment opportunities, or offshore banking.
Watch the full webinar below or on our YouTube channel.