Our team is filled with experts in their fields. We deliver one of a kind service to clients from every industry. Whether you are looking to enhance your portfolio or just trying to plan for the future, we are ready to guide you. Our thorough knowledge of international investment options will create and maintain wealth for generations to come. Further, our close relationships with private banks worldwide will give you access to elite investment options across the globe.
As an independent wealth management firm, Alpen is dedicated to providing unbiased financial advice to our clients. Our goal is to create guidance that will enhance your financial future through a range of wealth management services, including portfolio management, financial planning, and accounting services.
Since there is no plan which will work for everyone, our team creates unique management objectives for each of our clients.
We collaborate with a worldwide network of top-tier legal, tax, and financial professionals to deliver added value for our clients.
Our custodian banks include leading institutions such as UBS and the six largest private banks in Switzerland, as well as prestigious banks in Monaco and the U.S. We also structure investment solutions with major global investment banks to ensure optimal pricing and execution.
Thanks to our strong relationships with experts in areas like law, tax, real estate, and art, we can offer clients tailored and comprehensive support across borders.
Our clients are internationally-minded individuals, families, and foundations who seek to grow, preserve and protect their wealth with purpose and foresight. With a presence in over 30 countries, we offer truly global expertise rooted in long-term partnership.
Our clients typically have:
For clients with assets exceeding USD 10 million, we offer dedicated family office services – tailored to manage and structure wealth across generations.
Our Board of Directors combines extensive experience in executive management, governance, and global markets. They provide strategic guidance, ensure accountability, and drive long-term growth with integrity and insight.
Our partners combine deep industry knowledge with a global mindset. With backgrounds in private banking, law, asset management and international tax, they offer clients tailored solutions that reflect both expertise and discretion.
Their long-standing experience allows them to navigate complexity and build lasting client relationships based on trust.
Our team brings together diverse backgrounds in finance, law, international taxation and private banking. This depth of experience enables us to deliver integrated, cross-border solutions tailored to the needs of a global clientele.
Each member contributes to a culture of excellence, discretion and client-focused service.
Asset-Backed Financing
Stocks
Expatriation/Relocation
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.
