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concierge level

Dom

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
  • Flat Fee: US$ 10,000 per year
  • Bank Fee: Depending on your choice of custodian