Initial Offshore Investment Meeting Explained

Curious about how your offshore investment journey with WHVP begins? In this video, WHVP’s Managing Partner Urs Vrijhof-Droese sits down with Client Relationship Manager Jess Roberson to walk you through what happens during the initial investment meeting. From discussing your financial goals and risk tolerance to answering questions about account setup and compliance, this conversation offers valuable insights into how we personalize our approach to protect and grow your wealth. Whether you’re considering international diversification or just starting your research, this is the perfect first step to understand our process—and how we make it simple, transparent, and tailored to you.

Contact WHVP:
Website: https://whvp.ch/
Email: [email protected]
Telephone: +41 44 315 77 77
Schedule a Meeting: https://whvp.ch/get-started

#Trust #SwissBanking #FATCA #OffshoreBanking #ZurichLife #EstatePlaning #BankingAbroad #LLC #AssetProtection

About WHVP: WHVP is not just another asset manager. We are an independent firm specializing in managing the funds of private clients. Registered with the SEC in the U.S. and located in Zurich, Switzerland, we are associated with several first-class private banks in Switzerland and Liechtenstein, which serve as custodian banks for our clients' accounts. Our asset management principles are rooted in conservative, long-term-oriented capital preservation strategies. We prioritize personalized service, crafting portfolios that are shielded against U.S. Dollar depreciation while leveraging overseas investment opportunities.

Disclaimer: All posts and publications are for your information only and are not intended as an offer, promotion, or solicitation to buy or sell any financial instrument or perform any other financial transactions. All information and opinions expressed in posts and publications reflect our current views as of the date of the publication and may be liable to change without notice.