Enjoy this financial conversation with Mrs. Jamie Vrijhof-Droese of WHVP.Did you know the U.S. dollar has lost more than 40% of its value against other global currencies since 2000? This is why I thought it would be prudent to chat with a Suisse cross-border wealth management expert. Jamie heads the overall strategy of WHVP and advises a group of international clients with respect to international diversification and asset protection. She started her banking career back in 2009 at Credit Suisse, where she worked in different departments, amongst others in Credit Risk Management, Consumer Finance and Private Banking. Her experience is topped off with several years of working experience at a Financial Planner specialized in providing tailor-made international insurance and investment solutions. Last but not least she worked as a Project Manager for a boutique-consulting firm, as well as a cross-industry association designed to strengthen Switzerland’s start-up ecosystem. Jamie co-authored the book “Swiss Money Secrets” in 2018 and holds a Bachelor’s degree in Banking and Finance. She is currently obtaining her Master of Business Administration (MBA) from the University of St. Gallen. With one/third of all private offshore wealth managed in Switzerland, the country offers much stability, strength as well as security given its long 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, bring a part of their wealth and portfolio to her company as well as her thoughts about gold and crypto-currencies. She also overcomes various myths around offshore investing. Mrs. Vrijhof-Droese explains what a new client can expect when they open an account as well as what private banking means specifically in Switzerland. As the second generation to her family’s business, she shares a few success stories about the benefits of geographical diversification. As the world changes, more women are inheriting as well as coming into wealth. They have different and new priorities based on their values. In this new role, she shares the importance of educating her clients through personalized and proactive communications. She places high emphasis in attention to detail.As her firm preserves her client’s financial legacies, Jamie also speaks into her vision for her personal legacy in the lives that she touches through her knowledge and by her positive influence. Jamie hopes to leave people better than when she found them based on her values of honesty, authenticity and reliability. She also hopes to pass on her family business to the third generation one day.-Legacy Planning is a boutique advisory firm based in Beverly Hills, California that specializes in the coaching and advisory work around personal legacies. Most people have no idea how much better their life could be until they finally receive the support and guidance they need. Book your session at www.DesignUrLegacy.com. The reason I interview each guest is because I believe they have something to offer to the conversation around legacy. Each guest shares their vision, ideas and experiences of how they are completing their legacy.For exclusive content, visit our website at www.designurlegacy.com and enter your email address. Upon receipt, we will send to you "3 Ways A Legacy Advisor Can Help You & Your Future Generations Survive & Thrive". Our Mission Statement: We will accomplish your legacy's success by developing you because time is finite. Our Key Characteristics Include: Courage, determination, long term thinking, big picture visions, empathetic capacities and a strong bias towards optimism. Our Theme/Why: Everyone deserves great coaching because your legacy is worth executing.
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