WealthBriefing Swiss EAM Awards for Excellence 2024 – Serving North American Clients – United States

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Zurich, March 6, 2024 – Alpen Partners International receives the WealthBriefing Swiss EAM Awards for Excellence 2024 in the Category Serving North American Clients – United States

As an independent Swiss wealth manager registered as an Investment Advisor with the Securities & Exchange Commission in the United States, we prioritize regulatory compliance as a cornerstone of our operations. This registration is more than a mere formality—it’s a fundamental requirement for offering Swiss-based financial advisory and global wealth management services to American clients, both domestically and internationally.

Leveraging our team’s in-depth knowledge of compliance requirements, regulations, and tax obligations specific to US clients, we ensure smooth navigation of these complexities on behalf of our clients.

Strategic global Investment diversification

A fundamental principle of our approach is strategic global investment diversification. We recognize the critical importance of spreading risk across different asset classes and geographic regions to optimize returns and mitigate volatility. With our extensive experience with American clients and our international markets expertise, we craft investment strategies tailored to each client’s risk tolerance and long-term objectives, offering a wide range of options to help our American clients construct resilient and robust, globally-diversified investment portfolios, held with a custodian bank in Switzerland.

Incorporating estate planning objectives

In addition to traditional wealth management services, we also specialize in providing comprehensive estate planning solutions. Our expertise extends to estate planning, to ensure that our clients’ assets are structured and managed efficiently to preserve wealth for future generations. Whether it’s managing investments, mitigating risks, or optimizing financial portfolios, we provide holistic solutions to help our clients achieve their long-term financial goals.

Specialized family office services

We also provide a wide array of family office services, including Citizenship and Residency Planning for US citizens seeking a second passport or residency in Switzerland or another preferred country worldwide with strategic guidance and comprehensive support throughout the entire process.

Fiduciary commitment

At the core of our philosophy lies a fiduciary obligation to act in our clients’ best interests at all times. We take this responsibility seriously, prioritizing transparency, integrity, and ethical conduct in all facets of our operations. By embracing a holistic approach to wealth management, we empower our clients to make well-informed decisions that align with their values and aspirations. We cultivate enduring relationships with our clients, frequently spanning across generations.

With a steadfast focus on long-term wealth preservation and growth, we serve as trusted advisors, guiding our clients through life’s financial journey with confidence and peace of mind.

February 8, 2024 – Alpen Partners International also received the awards in the categories “Boutique Firm” and “Estate Planning Team” from the WealthBriefing Swiss Awards 2024.

Recipients of the WealthBriefing 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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No matter the problem, Alpen Partners International will handcraft a solution for you. We know that there is no one-size-fits-all when striving for financial success. Our approach involves working with our clients to make a unique plan to meet their needs. Rest assured that we will work hard to guide you through the process of meeting your financial and personal goals.

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