Geographical Diversification With Jamie Vrijhof Droese (Assets) | Legacy Planning

How do you survive when you know the U.S. dollar has lost more than 40% of its value, against other global currencies, since 2000? This is why it's prudent to speak with a Suisse cross-border wealth management expert. Jamie Vrigjof-Droese, MBA of WHVP is a nextgen family member who now leads WHVP and advises international clients on diversification and asset protection. She started her banking career in 2009 at Credit Suisse. Jamie co-authored the book “Swiss Money Secrets” in 2018.

With about 1/3rd of all private offshore wealth managed in Switzerland, the country offers stability, strength as well as security given its banking history. Switzerland is also home to the Swiss franc, one of the world’s strongest national currencies, and offers a minimal withholding tax.

Jamie articulates why non-Suisse investors, such as Americans, should bring a part of their wealth and portfolio to her company given the benefits of Switzerland. Mrs. Vrijhof-Droese explains what a new client can expect when they open an account as well as what private banking means specifically in her home country. She also shares success stories about the benefits of financial geographical diversification.

Today, more women are inheriting as well as coming into wealth. Women also have different and new priorities based on their values, that their financial advisor should listen to. Jamie appreciates her client's concerns and educates them through personalized communications.

Her firm preserves client’s financial legacies and she also speaks into her vision for her legacy in the lives that she wishes to touch through her knowledge and by her positive influence. Jamie intends to uplift others based on her values of honesty, authenticity and reliability. She also hopes to pass on her family business to a third generation one day.

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There is a white space between financial planning and estate law where a professional, seasoned coach can expand the conversations around your holistic legacy planning. Without a values-based plan, you could go in the wrong direction. Or worse, no direction at all. When you design your legacy using co-active coaching, fulfillment and progress follow. Since 2014, Angelina Carleton has advised individuals in over 1,000 online coaching sessions with their holistic legacy plans.

Subscribe to our website http://www.DesignUrLegacy.com for exclusive content.

To book your consultation and start designing 'your holistic legacy' with clarity and accountability, visit http://www.DesignUrLegacy.com.

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Angelina is a published author and for the last 10 years, Legacy Planning© has coached individuals from the wealthy to entrepreneurs of all ages. Angelina has spoken on podcast platforms such as “ASmallWorld”, Social Secharity (Endow America Network Foundation) and African Family Firms on the subject of legacy. She has been published with Alliance (a Philanthropy website blog), Women in Family Business, WealthManagement.com and Thrive Global to broaden the conversations around legacy planning to include topics such as succession, leadership roles for women and building a strong support network. Angelina urges her viewers and clients to make their holistic legacy a priority, passion and personal agency. She domiciles in Southern California.

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