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Category: Wealth Management

How Does a Weak U.S. Dollar Affect My Retirement Plan?

How Does a Weak U.S. Dollar Affect My Retirement Plan?

Editors’s Note: This blog was originally published in March 2022 and has been completely revamped and updated for accuracy and comprehensiveness. What is one of the first things that gets hit when an economy faces […]
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The Growing Popularity of Multi-Family Offices Based in Switzerland

The Growing Popularity of Multi-Family Offices Based in Switzerland

In this article, we’d like to introduce you to a growing trend: Multi-Family Offices (MFOs) in Switzerland. As the MFO solution witnesses substantial global growth, Switzerland is fast becoming the go-to destination for affluent families […]
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The Rise of Swiss Wealth Management Among U.S.-Based Investors

The Rise of Swiss Wealth Management Among U.S.-Based Investors

Swiss wealth management was considered a service only for the elite class, and the ultra-wealthy could afford it for more than one hundred years.   The good news: times have changed!   You may not know that […]
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The Swiss Money Management Approach to Global Wealth Diversification

The Swiss Money Management Approach to Global Wealth Diversification

As we enter 2024 with a lot of uncertainty, in particular in the United States, more affluent investors with substantial investable assets are actively seeking strategies that will safeguard their assets and provide opportunities for […]
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Is Swiss Wealth Management Right For You?

Is Swiss Wealth Management Right For You?

As a busy high-achieve who has accumulated substantial wealth, selecting the right financial advisor is a critical decision with significant repercussions if you make the wrong decision. Your challenge is to select a trustworthy team […]
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Cross-Border Wealth Management and Impact Investing in Switzerland

Cross-Border Wealth Management and Impact Investing in Switzerland

Given the continued economic volatility in the U.S. caused by persistent inflation and high-interest rates, many investors are looking for ways to diversify their assets using a cross-border wealth management strategy.   Switzerland is the global […]
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The Swiss Wealth Management Approach For Surviving Volatile Markets

The Swiss Wealth Management Approach For Surviving Volatile Markets

With so much uncertainty in today’s global markets, developing a plan to protect your financial well-being has never been more important, in particular if you have accumulated a substantial amount of wealth.  That’s why many […]
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Why More US Investors Turn to Swiss Wealth Management Strategies

Why More US Investors Turn to Swiss Wealth Management Strategies

Uncertainty is in the air as we look toward 2024. Think about it: we’ll be in an election year, a possible recession is looming, and we may continue to see inflationary pressures causing increased market […]
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Building Wealth the Swiss Way: Your Guide to Swiss Wealth Management

Building Wealth the Swiss Way: Your Guide to Swiss Wealth Management

As economic uncertainty and inflation continue challenging the U.S. market, prudent investors seek sophisticated, tax-efficient investing alternatives. High net-worth individuals with $500,000 or more of investable assets are particularly interested in safeguarding their fortunes and […]
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The Unique Advantages of Swiss Wealth Management

The Unique Advantages of Swiss Wealth Management

Swiss wealth management firms have been experiencing a significant uptick in attention from US investors in recent years. This rising trend is driven by the Swiss financial sector’s unique advantages, credibility, and trusted reputation. The […]
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Comparing USD & Swiss Franc Purchasing Power: An In-Depth Guide

Comparing USD & Swiss Franc Purchasing Power: An In-Depth Guide

Understanding the purchasing power of currencies is crucial in today’s interconnected global economy. This article compares the purchasing power of two major world currencies: the US Dollar and the Swiss Franc.  We will break down […]
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How Wealth Management in Switzerland can Diversify Your Portfolio

How Wealth Management in Switzerland can Diversify Your Portfolio

Swiss asset management firms have been renowned around the world for years by investors for their proven track record in global investment strategies. The majority of Swiss wealth advisors have proven time and time again […]
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How to Protect Your Wealth From Inflation During Times of Global Tension

How to Protect Your Wealth From Inflation During Times of Global Tension

The past year saw record-high levels of inflation, as well as its fair share of global tension. As is the case in inflationary environments, investors naturally ran towards what they thought would be good hedges […]
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How to Diversify Your Portfolio with Swiss-based Investing

How to Diversify Your Portfolio with Swiss-based Investing

Clever investors have been diversifying their portfolios by taking advantage of global investment options for generations. For wealthy U.S.-based investors, Swiss asset management has been a tried and true investment strategy they have utilized to […]
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Investing With Swiss Francs: One of the World’s Most Stable Currencies

Investing With Swiss Francs: One of the World’s Most Stable Currencies

The Swiss franc (CHF) has a long history of being a safe investment in the financial world and has long been a staple of Swiss asset management. The 2008 financial crisis saw considerable investors, nervous […]
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What are the Rewards and Risks When You Invest Outside U.S. Markets?

What are the Rewards and Risks When You Invest Outside U.S. Markets?

Your current portfolio may be domestic, international, or global. This geographical distinction may be based on where companies are headquartered or where companies derive most of their earnings. For example, a U.S.-based company may derive […]
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Investing In Swiss Francs Can Help Protect Your Assets During Inflationary Times

Investing In Swiss Francs Can Help Protect Your Assets During Inflationary Times

Switzerland is not a member of the European Union so it has not converted its currency to Euros. It has chosen to continue using the Swiss franc (ISO code CHF) which is considered to be […]
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How Will Midterm Elections Impact The Future Performance Of The U.S. Stock Market?

How Will Midterm Elections Impact The Future Performance Of The U.S. Stock Market?

As a registered U.S. citizen, every two years you have a moral responsibility to vote for politicians.  We can’t predict the outcomes of election results, but we can provide some insight into how the securities […]
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Why Is Global Investing Your Best Strategy During Periods of Market Volatility?

Why Is Global Investing Your Best Strategy During Periods of Market Volatility?

The number one reason why more investors are thinking global is diversification. They are looking for global investment opportunities that help them protect their principal and produce better returns for their assets.   At the same […]
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The Impacts Of U.S. Inflation On My Savings

The Impacts Of U.S. Inflation On My Savings

Are you feeling lost in the thick of inflation, not knowing where to turn for reliable insight? If you’re not sure how to determine whether your savings account is losing money, LFA has some tips […]
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