Can the “Buy, Borrow, Die” Strategy Work in Cross-Border Wealth Planning?
Among ultra-high-net-worth families, few wealth-planning concepts have attracted as much attention as the so-called “Buy, Borrow, Die” strategy...
July 22, 2026
Among ultra-high-net-worth families, few wealth-planning concepts have attracted as much attention as the so-called “Buy, Borrow, Die” strategy...
July 22, 2026
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Relocating to Switzerland is often part of a broader life decision involving lifestyle, family, and long-term planning considerations. For internationally active individuals and families, Switzerland offers…
The proposed Trump Gold Card is a newly introduced US visa program where foreign individuals may be able obtain lawful permanent residency (green card status under…
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On June 23, 2025, the Portuguese government introduced a draft law proposing major changes to its Nationality Law—changes that could significantly impact foreign investors, expats, and…
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For internationally-minded high-net-worth individuals, there’s never been a better time to set sail for Monaco. This glittering principality on the French Riviera isn’t just favorable regarding…
March 28, 2025Discover our bespoke real estate search & structuring solutions with Alpen.
Strategic property search
Tax and compliance
Succession integration
Introduction to Portugal’s solidarity visa program Portugal has introduced an innovative addition to its Golden Visa program, the Solidarity Visa, or the Affordable Housing Golden Visa…
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Switzerland does not have a Golden Visa program, but there are other ways and means of residing in the country, one of them being the typical…
July 29, 2024Discover our bespoke real estate search & structuring solutions with Alpen.
Strategic property search
Tax and compliance
Succession integration
On October 6th, 2023, Portugal's government enacted the "Mais Habitação Law," a significant reform of the Golden Visa program. This new legislation eliminates the possibility of…
July 29, 2024Loading news...
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Following the establishment of his Swiss banking structure, David required a coordinated framework to manage assets across jurisdictions while maintaining compliance with U.S. reporting obligations.
Alpen integrated his assets into a Swiss wealth management structure tailored for internationally active clients. The focus was on aligning investment strategy, currency exposure, and financial planning within a single cross-border framework.
Switzerland’s stable political environment, strong financial sector, and long-standing expertise in wealth management provided a reliable foundation for administering David’s international assets.
With the Swiss account in place, Alpen integrated it into a broader offshore banking structure designed for diversification and asset protection.
The Swiss banking environment also offered political stability, robust financial regulation, and a historically strong currency base.
As part of his relocation planning, David explored the process of establishing residency in Switzerland. For non-EU citizens such as U.S. nationals, residency typically requires either employment in Switzerland, the establishment of a local company, or a negotiated tax arrangement with cantonal authorities.
Working alongside local legal and tax advisors, Alpen helped David evaluate the available options and coordinate the financial aspects of the move. This included aligning banking structures, documenting international assets, and preparing financial disclosures required during the residency process.
Opening a Swiss bank account as a U.S. client follows a defined onboarding process based on regulatory requirements and internal bank standards. This includes identity verification, source-of-wealth documentation, and alignment with international reporting frameworks. It also involves coordination with the selected institution, including the negotiation of account terms and applicable fee structures.
As part of the onboarding, David was required to provide detailed documentation regarding his financial background and the origin of his assets. Minimum deposit thresholds and internal bank criteria were also considered when selecting the appropriate institution.
Once all documentation was complete and approved, the account opening process typically took approximately 1–2 weeks. Alpen then coordinated the initial asset transfers and ensured a smooth transition from existing banking relationships.
