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: CHF 10,000 per year
• Bank Fee: Depending on your choice of custodian