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 Webinars
The Passport Nerds Link Up With WHVP: What the Industry Doesn’t Tell You About Second Citizenship, Residency, and Investment Options
When: Wednesday, September 9, 2026, at 11:00 AM ET
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
Next-Gen Wealth & Leadership: Navigating Generational Transitions in Family Businesses and Family Wealth
WHVP and TFC Financial Management of Boston are both second-generation firms, so this joint webinar starts from experience rather than theory. Jamie Vrijhof and Jess Roberson of WHVP are joined by Renée Kwok and Jessica Grande of TFC Financial Management to compare two successful successions on two continents, and then turn to the same questions as they arise for client families.
The discussion covers what failure actually looks like in a business transition, why these things always take longer than expected, and the three versions of the same problem: children who do not want the business, founders who say they are ready to step back but are not, and handovers where operational control passes while real control does not. On the family side, the panel treats wealth transfer as a multi-stage process rather than a single event, makes the case for involving both spouses long before anything happens, and looks at how blended families and multiple marriages complicate inheritance.
The most practical stretch is on preparing heirs, which the panel argues starts far earlier than most families assume, through financial literacy, real responsibility and earned experience rather than one conversation at twenty-one. The session closes on family governance, family mission statements, the role of an advisory team spanning tax, estate, real estate and investment, and a short checklist of questions any family can take away.
For Americans with cross-border wealth, owners of family businesses, and families thinking seriously about the next generation.
Watch the full webinar below or on our YouTube channel.