Geographical Diversification with Jamie Vrijhof-Droese

Design Your Legacy - Life Lessons - A podcast by Angelina Carleton

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Book your Discovery Session today at www.designurlegacy.com/sessions, the ultimate resource to help you define, develop and execute your holistic legacy plan today. Lock in your spot at www.designurlegacy.com/consultation. - Did you know the U.S. dollar has lost more than 40% of its value against other global currencies since 2000? This is why its prudent to speak 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. 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 overcomes various myths around offshore investing. As the second generation to her family’s business, she shares a few success stories about the benefits of geographical diversification. As her firm preserves her client’s financial legacies, Jamie speaks into her vision for her 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. --- About Legacy Planning(c): There is an empty space between financial planning and estate law where a co-active coach can expand the conversations around your holistic legacy planning. Our Story: We believe the positive legacy of every human being can be realized with great coaching. Most of us are not developing the kind of legacy that allows us to be as happy and intentional as we'd like to be. We think, speak and write about developing personal life legacies so others can see a way forward with ease and possibilities. If the path to your legacy is defined and developed, you will be able to experience more freedom, fulfillment and satisfaction. Our Mission Statement: Developing a holistic legacy is not yet an endeavor to pursue for most people, even if it could be a vision ‘one day’, which sometimes makes people feel overwhelmed and with clay feet. We wake up every morning and pave a way for "new legacy conversations" so more people can take personal agency in designing their lasting legacy. Our Theme: If the bridge to a personal legacy is made clear, more people will be able to cross to the other side and design a legacy filled with meaning and their values. - When professional coaching can an asset to your legacy planning – in bringing your ideas to life - because plans do not develop and execute themselves by intentions alone - retain your Legacy Planning© advisor at www.DesignUrLegacy.com. - If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with self-made entrepreneurs, family office executives, NextGen family members, trustees of charitable estates and those participating in family foundations. Thank you for tuning in and joining us on this journey! #humancapital #spiritualcapital #intellectualcapitalBecome a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.