Free Guide available

Swiss Money Secrets: The Ultimate Offshore Wealth Guide for U.S. Investors

Join other U.S. families, entrepreneurs, and investors who trust WHVP for independent, Swiss-based wealth management.

As inflation, political instability, and global uncertainty rise, more U.S. citizens are choosing the legal path to move a portion of their wealth offshore — starting with Switzerland.

Awarded by wealthbriefing

🏆 Best Servicing for North American Clients

Awarded by wealthbriefing

🏆 Best Servicing for North American Clients

Awarded by wealthbriefing

🏆 Best Servicing for North American Clients

From the WHVP Playbook

This guide walks you through everything you need to know about offshore banking, investing, and wealth protection — specifically tailored for U.S. citizens seeking smart diversification beyond the U.S. dollar.

Author's photo

Jamie Vrijhof-Droese

Co-Author and CEO of WHVP

Overview

  • 9 expert-led chapters

  • 160+ pages of actionable insights

  • Covers legal, tax, banking & residency strategies

  • 🕵️‍♂️ Written by a former U.S. Congressman & Swiss asset manager

Overview

  • 9 expert-led chapters

  • 160+ pages of actionable insights

  • Covers legal, tax, banking & residency strategies

  • 🕵️‍♂️ Written by a former U.S. Congressman & Swiss asset manager

Overview

  • 9 expert-led chapters

  • 160+ pages of actionable insights

  • Covers legal, tax, banking & residency strategies

  • 🕵️‍♂️ Written by a former U.S. Congressman & Swiss asset manager

Review this guide on your own schedule — or bring it to your next advisor meeting. It’s built for clarity, discretion, and decision-making support.

  1. 1

    Understanding Switzerland

    5 Key Insights

  2. 2

    Swiss Banking Secrets

    4 Wealth Strategies

  3. 3

    Working with Independent Swiss Advisors

    4 Actionable Briefings

  4. 4

    Legal, Tax & Structural Considerations

    5 Expert Takeaways

  5. 5

    Taking Action: Your Offshore Wealth Blueprint

    3 Compliance Essentials

  1. 1

    Understanding Switzerland

    5 Key Insights

  2. 2

    Swiss Banking Secrets

    4 Wealth Strategies

  3. 3

    Working with Independent Swiss Advisors

    4 Actionable Briefings

  4. 4

    Legal, Tax & Structural Considerations

    5 Expert Takeaways

  5. 5

    Taking Action: Your Offshore Wealth Blueprint

    3 Compliance Essentials

  1. 1

    Understanding Switzerland

    5 Key Insights

  2. 2

    Swiss Banking Secrets

    4 Wealth Strategies

  3. 3

    Working with Independent Swiss Advisors

    4 Actionable Briefings

  4. 4

    Legal, Tax & Structural Considerations

    5 Expert Takeaways

  5. 5

    Taking Action: Your Offshore Wealth Blueprint

    3 Compliance Essentials

Download Swiss Money Secrets

The U.S. Wealth Dilemma

The U.S. Wealth Dilemma

Having your Wealth only in the U.S. makes you vulnerable

The USD has lost over 95% of its purchasing power over the last century

Inflation is no longer a theory. It’s real, and it’s eating away at the value of your hard-earned money.

U.S. Banks Are Increasingly unstable and less private than ever

Your money is only as safe as the system that holds it. Today’s U.S. banking environment is more volatile, more leveraged, and less private than ever. Institutions must share your financial data with multiple agencies — eroding confidentiality. Swiss banks offer stronger legal safeguards and discretion.


U.S. investments are exposed to a single political and economic system

Most American portfolios are heavily concentrated in U.S. markets. This lack of diversification ties your wealth to one country’s economy, policies, and political climate.

THE SWISS SOLUTION

How to Secure Your Wealth Outside the U.S.

How to Secure Your Wealth Outside the U.S.

Use Switzerland as a Safe-Haven to Shield Your Wealth

With a long tradition of private wealth management, political stability and neutrality, Switzerland offers one of the most secure hubs for offshore wealth.

Banking dates back to the 17th century

Home to 25% of global cross-border wealth

The Swiss franc as a safe haven currency

Use Switzerland as a Safe-Haven to Shield Your Wealth

With a long tradition of private wealth management, political stability and neutrality, Switzerland offers one of the most secure hubs for offshore wealth.

Banking dates back to the 17th century

Home to 25% of global cross-border wealth

The Swiss franc as a safe haven currency

Use Switzerland as a Safe-Haven to Shield Your Wealth

With a long tradition of private wealth management, political stability and neutrality, Switzerland offers one of the most secure hubs for offshore wealth.

Banking dates back to the 17th century

Home to 25% of global cross-border wealth

The Swiss franc as a safe haven currency

Move Beyond the U.S.Dollar With Global Diversification

Swiss accounts let you move wealth outside the U.S. dollar and access truly global investments — adding resilience through multiple currencies and asset types.

Currency Diversification

Global Investment Access

Insights from International Investment Experts

Move Beyond the U.S.Dollar With Global Diversification

Swiss accounts let you move wealth outside the U.S. dollar and access truly global investments — adding resilience through multiple currencies and asset types.

Currency Diversification

Global Investment Access

Insights from International Investment Experts

Move Beyond the U.S.Dollar With Global Diversification

Swiss accounts let you move wealth outside the U.S. dollar and access truly global investments — adding resilience through multiple currencies and asset types.

Currency Diversification

Global Investment Access

Insights from International Investment Experts

Get Unbiased Advice From U.S.-Focused Swiss Experts

Unlike banks, Swiss independent firms operate free from product commissions — offering fully compliant, client-first portfolio management.

No Commissions

U.S. Client Expertise

SEC-Registered

Get Unbiased Advice From U.S.-Focused Swiss Experts

Unlike banks, Swiss independent firms operate free from product commissions — offering fully compliant, client-first portfolio management.

No Commissions

U.S. Client Expertise

SEC-Registered

Get Unbiased Advice From U.S.-Focused Swiss Experts

Unlike banks, Swiss independent firms operate free from product commissions — offering fully compliant, client-first portfolio management.

No Commissions

U.S. Client Expertise

SEC-Registered

Join other U.S. families, entrepreneurs, and investors who trust WHVP for independent, Swiss-based wealth management.

Why Americans Trust WHVP

With deep roots in Switzerland, WHVP was founded as a family-owned firm committed to helping American clients legally and discreetly diversify their wealth abroad.

  • Fully licensed in the U.S. and Switzerland

  • Exclusively serving U.S. clients since 1991

  • 100% independent — no hidden bank affiliations or commissions

Jamie and Urs Vrijhof-Droese represent the second generation leading WHVP. Together with their dedicated team, they blend Swiss discretion with American values — united by a clear mission: helping U.S. investors navigate domestic uncertainty through truly international diversification, without compromise.

💼 $180M+

Invested across client portfolios

💼 $180M+

Invested across client portfolios

💼 $180M+

Invested across client portfolios

🛡️ SEC-registered

investment advisor (Track-Record since 1991)

🛡️ SEC-registered

investment advisor (Track-Record since 1991)

🛡️ SEC-registered

investment advisor (Track-Record since 1991)

💰 $500,000

minimum investment per client

💰 $500,000

minimum investment per client

San Francisco

June 8 - 10

San Francisco

June 8 - 10

San Francisco

June 8 - 10

Los Angeles

June 11 - 16

Los Angeles

June 11 - 16

Los Angeles

June 11 - 16

Colorado

June 26 - July 3

Colorado

June 26 - July 3

Colorado

June 26 - July 3

Seattle

Aug 25 - 27

Seattle

Aug 25 - 27

Seattle

Aug 25 - 27

Portland

Aug 28 - 31

Portland

Aug 28 - 31

Portland

Aug 28 - 31

Texas

Sept 16 - 30

Texas

Sept 16 - 30

Texas

Sept 16 - 30

How We Work With You

Your Offshore Setup – Step by Step

  1. 1

    We Define Your Goals and Offshore Intentions

    • We start by understanding what matters most: privacy, stability, legacy, or mobility

    • We clarify your risk appetite and determine how much of your wealth should be moved offshore

    • Together, we define long-term objectives — from asset protection to succession planning

  2. 2

    We Guide You Through the Swiss Advantage

    • We walk you through how Swiss banking works for U.S. clients

    • We explain FATCA, FBAR, and make sure you stay fully compliant

    • We help you choose the right structure (personal account, joint, trust, or foundation) and bank

    • We show you the investment strategies that fit your profile

  3. 3

    We Put Your Strategy Into Action

    • We prepare the documentation and guide you through account setup

    • We create a personalized investment roadmap based on your goals

    • We stay with you — offering direct access to your advisor whenever needed

WHVP Team:

Your Swiss Advisory Team

Our passionate, experienced and strong team of offshore wealth management experts is our pride! We have an extremely low-turnover rate, so you can rely on dealing with the same person for years. Since we are independent, we work for you only and always make investment decisions suitable to your needs.

FAQ

Discover answers to most frequent questions

Do I need to be a Swiss resident to open an account?

Is this legal for U.S. citizens?

What is the minimum investment amount?

What portion of my investable wealth makes sense to allocate offshore?

What happens after I download the guide?

Can I meet someone in person?

What makes WHVP different?

Need more information? Just send us a message!

Do I need to be a Swiss resident to open an account?

Is this legal for U.S. citizens?

What is the minimum investment amount?

What portion of my investable wealth makes sense to allocate offshore?

What happens after I download the guide?

Can I meet someone in person?

What makes WHVP different?

Need more information? Just send us a message!

FAQ

Discover answers to most frequent questions

Do I need to be a Swiss resident to open an account?

Is this legal for U.S. citizens?

What is the minimum investment amount?

What portion of my investable wealth makes sense to allocate offshore?

What happens after I download the guide?

Can I meet someone in person?

What makes WHVP different?

Need more information? Just send us a message!

Contact us

Ready to Preserve your Legacy?
Book a Free Initial Consultation

Contact:

+41 44 315 77 77

Address:

Schaffhauserstrasse 418

CH-8050 Zurich, Switzerland