Our concierge-level service is our most presitgious offering. You receive all the benefits from the asset management service but additionally you are also eligible for a yearly personal visit in the city of your choice as well as 20 hours of concierge service a year.
You can choose this service for a personal account, but we can also open the portfolio for a structure (e.g. trust or LLC) or an individual retirement account (IRA).
This service includes:
- Setting-up your private bank account in the jurisdiction of your choice (Switzerland, Liechtenstein or Austria)
- A personal relationship manager at WHVP
- Putting together a tailor-made portfolio taking into consideration your personal circumstances, age, time frame, available capital, investment needs, risk appetite and preferences
- A yearly personal visit in the city of your choice
- A yearly tax statement for your US taxes
- A quarterly call to discuss your portfolio and its performance
- A quarterly market outlook from WHVP
- A quarterly bank statement
- An online access to your portfolio
- 20 hours of concierge service every year
Terms:
- Account Minimum: US$ 1,000,000
- Management Fee: 1.5% per year (minimum of CHF 8000 per annum)
- Flat Fee: CHF 10,000 per year
- Bank Fee: Depending on your choice of custodian