International Wealth Management
Knowledge & Insights

International Wealth Management

Helping clients set up international wealth management and asset management accounts is one of our most popular services. But there’s a lot to know before you proceed. Here are some articles to give you the basics.

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What Does “Asset Protection” Mean in 2026?

In the past few weeks, we’ve had three inquiries that specifically asked for “asset protection”. But as we got into ...
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The Bigger Story behind $40 Trillion

I remember the day I learned that gross federal debt had crossed the 10 trillion-dollar mark. It was the fall ...
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Should you handle your own international compliance?

Some time ago, a client I’ll call Gerald signed with us. He wanted help reforming an international portfolio that had ...
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How to Use Low-Cost Leverage to Boost Swiss Investment Returns

When it comes to investing internationally, our clients broadly fall into two groups… ...

Does Your Financial Advisor Have “Home Bias”?

We’ve noticed a tendency among advisors – especially US advisors – to believe that the US is the best place ...
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Who’s Really Responsible for Your International Investments?

I spoke with a client earlier this month – I’ll call him Max – who’s a sophisticated investor by any ...
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International Diversification: Why Don’t More Americans Invest Overseas?

I’ve often had the impression that most Americans invest as if the rest of the world barely matters. ...
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Proven Benefits of Foreign Portfolio Investment

Someone was recently referred to us by an existing client. He didn’t know us very well but was concerned about ...
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Swiss Asset Management for US Investors: Benefits, Risks, and How to Start

As an American, you can probably feel the world shifting. The percentage of US dollars in reserve currency status is ...