facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

A Curated Experience in International WealthManagement

WHVP Wealth Summit 2027

September 8–11, 2027 | Switzerland & Liechtenstein

We are excited to announce the inaugural WHVP Wealth Summit, an exclusive, invitation-only event bringing together a select group of U.S. entrepreneurs, high-net-worth families, attorneys, trust professionals, tax advisors, private bankers, and wealth management experts.

Over four carefully curated days, participants will explore key topics in international wealth management, including Swiss private banking, global investing, asset protection, trusts, succession planning, and the unique role Switzerland and Liechtenstein play in preserving wealth. The summit is designed not only to provide practical insights from leading experts but also to foster meaningful relationships among like-minded professionals and families.

The program combines educational sessions with authentic Swiss experiences, including a traditional Swiss welcome dinner, a private chocolate workshop, a dedicated day in Liechtenstein, a farewell apéro aboard a private boat on the breathtaking Walensee, and an optional alpine hike through some of Switzerland's most spectacular scenery.

Unlike a traditional conference, the WHVP Wealth Summit is intentionally intimate. There are no exhibition halls, exhibition booths, or open registration. Every participant is personally invited, creating an environment where conversations are meaningful, introductions are relevant, and relationships are lasting.

Registration will open in January 2027. Interested in Attending?

The WHVP Wealth Summit is an invitation-only event designed to foster meaningful conversations and lasting relationships among participants with a strong interest in international wealth management. The program assumes a certain level of financial literacy and is intended for entrepreneurs, high-net-worth families, and experienced wealth planning professionals.

If you are interested in attending, we would love to hear from you. Simply email us at info@whvp.ch, and we'll be happy to learn more about you and determine whether the summit is the right fit for you.