Episode Description
As economic uncertainty, political instability, and healthcare challenges grow in many countries, more wealthy individuals are exploring international options for both their finances and personal well-being.
In this episode of Swiss Money Secrets, we sit down with Kevin Bürchler from SIP Medical Family Office to uncover the striking parallels between wealth management and health management—and why both are crucial when considering relocation, global mobility, and long-term security. We discuss the challenges faced by high-net-worth individuals navigating international regulations, accessibility concerns, and the risks of being taken advantage of due to wealth.
We also dive into longevity planning: If you expect to live to 120, how should you adjust your investment strategy, healthcare planning, and asset protection? If you're considering diversifying your wealth abroad, securing better healthcare, or even relocating to a more stable jurisdiction, this episode is a must-listen. Plus, stay tuned for an exclusive discount code (found below) to attend the SIP-Bilanz Health & Longevity Conference, where you'll gain deeper insights into managing health and wealth on a global scale.
00:00 Intro
02:00 Introducing Kevin Bürchler and SIP Medical Family Office
05:30 Challenges to International Health Care
11:25 Reactive vs. Proactive Health Management
18:48 Similarities of Professional Wealth and Health Management
20:30 Who Needs Health Care Management
27:55 Regulations and Conflicts of Interest
31:18 The Costs
35:33 Longevity Considerations for Wealth Management
40:48 SIP Conference in Zurich
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More information on SIP Medical Family Office:
Website: https://www.sip.ch/
Link to conference registration: https://www.sip.ch/service/health-longevity-conference-2025/ use code WHVP-SIP for a 30% discount.
Contact WHVP:
Website: https://whvp.ch/
Email: info@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.