New York, May 2, 2024 – At the Eleventh Family Wealth Report Awards 2024 in New York, Alpen Partners International received the accolade “Highly Commended” in the category Solutions for “International Americans”
“The judges have awarded a ‘Highly Commended’ accolade in the Solutions for ‘International Americans’ category due to the laser focus on affluent US clients, in and outside the US with a strong and diverse offering of Swiss and global wealth planning services offered by this firm.” Family Wealth Report
Recognition and dedication to excellence
Receiving the recognition of “Highly Commended” in the category of Solutions for “International Americans” at the Eleventh Annual Family Wealth Report Awards 2024, held in New York City, is a significant accolade for Alpen Partners International. To be recognized in the United States within the financial community underscores our dedication and expertise in providing comprehensive wealth management services tailored to the specific financial needs of American expatriates living in Switzerland and globally.
Addressing complex financial needs
We address the complex financial requirements of American expatriates and Americans with international interests by offering a wide range of services, including financial advisory, estate planning, and investment management. Navigating the complexities of international regulations is a significant challenge, and we meet this challenge by providing strategic guidance that facilitates smooth transitions and optimizes financial opportunities. Our expertise in Swiss-based financial advisory, combined with a global perspective, enables American expatriates and international clients to manage cross-border wealth issues effectively.
The recognition as “Highly Commended” reinforces our position as a trusted partner in global financial management, delivering expert guidance and equipping our American clients with the insights needed to develop sophisticated wealth management solutions.
Specialized citizenship and residence planning
Another key component of our offerings is specialized support for Americans regarding citizenship and residence planning. This service is particularly valuable for clients seeking a second passport or alternative residency in Switzerland and other desirable destinations worldwide.
Our expertise in this area helps clients optimize their financial opportunities while accessing exciting lifestyle options that enhance their and their families’ overall well-being both now and in the future.
By providing strategic guidance on navigating Swiss residency requirements and exploring alternative residency options in Europe and beyond, we deliver tailored solutions that can encompass the entire relocation process, including finding a home, evaluating education options, and organizing obligatory health insurance to ensure an efficient integration.
Expertise and personalized service
Central to Alpen Partners International’s success is our award-winning, multi-lingual, and internationally experienced Private Clients Services team. In addition to our ten partners with extensive experience working with American clients, and our hard-working Portfolio Management team, this group brings a wealth of knowledge and expertise, particularly in serving wealthy American clients both domiciled in the U.S. and abroad. Their ability to communicate fluently in multiple languages ensures comfortable interactions with clients from diverse backgrounds, while their international experience and keen ability to recognize important issues enable them to deliver reliable, personalized service. We are always just a call or click away.
Trusted independent financial advisor and global wealth planner
Upholding our reputation as a trusted independent financial advisor and global wealth planner, Alpen Partners International with offices conveniently located in Geneva, Zurich, Lugano, and Bäch/Wollerau (headquarters) is registered with the SEC as an Investment Advisor.
“Receiving this accolade is a rewarding acknowledgment for our entire team dedicated to US clients. It recognizes the collective commitment and effort behind our achievements, paying tribute to each team member’s contributions. Being recognized in the United States enhances our reputation and allows us to expand our presence within the American financial community. This honor inspires us to consistently strive for excellence, knowing that our shared efforts significantly shape our reputation and success.”
Pierre Gabris, Founder & Managing Partner
Recipients of the FamilyWealthReports Awards are selected by an independent panel of judges. The awards are not predetermined, cannot be purchased, and are based solely on merit. The use of associated marketing materials, such as logos, official photos, videos, and publications, may incur a fee.
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