In this special episode of Swiss Money Secrets, we explore the legacy and evolution of WHVP, a family-owned Swiss wealth management firm dedicated to helping Americans protect and preserve their wealth offshore. Join us for an in-depth conversation between WHVP’s founder, Robert Vrijhof, and second-generation Managing Partner, Jamie Vrijhof-Droese, as they share the story behind the firm’s success and values.

Robert reflects on what motivated him to start WHVP over 30 years ago, the challenges he faced building a boutique firm from the ground up, and the key moments that shaped its reputation. Jamie offers insights into stepping into leadership, the responsibilities and emotions involved in taking over a family business, and how she has modernized the firm while maintaining its core values of trust, transparency, and personalized service.

Together, they discuss the unique opportunities and challenges of family business succession, balancing tradition with innovation, and advice for other family businesses planning generational transitions. They also share their vision for the future of WHVP and the evolving landscape of Swiss banking, highlighting the importance of long-term wealth preservation and international diversification.

Whether you’re interested in offshore banking, family business leadership, or safeguarding your financial future, this conversation offers valuable insights and inspiration.

00:00 Intro

00:32 Gold's Record New High

02:42 The Origin Story Of WHVP

07:46 Challenges Faced Over Time

09:50 Key Moments In The Early Days

11:15 Challenges And Key Moments In The Second Generation

15:38 An Import Idea For Americans

17:40 How Family Values Have Influenced WHVP

19:40 Passing The Torch: Challenges & Triumphs

25:02 How Our Founder Sees The Current Team

25:40 The Power Of Trust In The Client Relationship

30:11 Who Does WHVP Help?

30:48 What The Employees Think Of The Company

33:44 The Evolution Of Wealth Management Where Its Going

46:00 Tips For Family Business Owners Thinking About The Next Generation

Contact WHVP:

Website: https://whvp.ch/

Email: info@whvp.chinfo@whvp.ch

Telephone: +41 44 315 77 77

Schedule a Meeting: https://whvp.ch/get-started

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.