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 23, 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 23, 2026
Filter
Loading news...
A lower cost of living, sunny weather, and overall higher quality of life. Many people across the globe are not happy with where they live. Sometimes…
November 18, 2022 Protect your wealth and tap into offshore markets. Are your assets protected? When you have worked hard for your wealth, made smart investments, or even if…
November 18, 2022
Common mistakes when making offshore investments. Investing offshore is one of the best ways to diversify your portfolio, gain capital, and take advantage of emerging markets…
November 18, 2022 Unlock a cheaper, more fulfilling life by going offshore. Don’t hold yourself back during your retirement. Have the retirement that you can’t have at home by…
November 18, 2022 Making smart investments for your golden years. If you are reading this, you’ve decided to plan for your retirement. Congratulations! You have achieved the first step…
November 18, 2022
How financial technology can be found in our daily financial needs. In recent years, major changes have occurred in the way that we handle our finances.…
November 18, 2022 Let us help you prepare for the future and make your life easier. For clients with more than 10 million in assets under its management, Alpen…
November 18, 2022
Make a social contribution with your wealth. Engaging in philanthropy lets motivated wealthy individuals and families make a contribution to an organization or movement that aligns…
November 18, 2022 Invest in one of the most beautiful countries in the world. Offshore investment is one the most effective ways to diversify one’s portfolio, tap into successful…
November 18, 2022Loading news...
Website: Agenza GmbH
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.
