Our Membership
Join an exclusive network of financial industry leaders and unlock unprecedented opportunities for growth and collaboration.
Membership Benefits
Exclusive Access to Elite Financial Industry Leaders
Join a private network of senior executives from over 20 cities worldwide, spanning diverse sectors such as banking, law, insurance, and concierge services.
High-Impact Business Networking
Engage in a powerful WhatsApp group designed for real-time business opportunities, expert insights, and immediate support from members.
Prestigious Speaking Opportunities
Position yourself as a thought leader by participating as a panelist in high-profile in-person events
Expert Spotlight in Webinars
Share your expertise with a global audience through interactive and industry-relevant webinars.
Build a Trusted Inner Circle
Connect regularly with members to foster meaningful, long-term relationships in a high-caliber community built on trust.
Stay Ahead of Industry Trends
Gain insights on crucial topics such as regulatory developments, legal changes, banking innovations, and insurance strategies, ensuring you stay at the forefront of the industry.
Free trial Membership for new members during 3 months; a paid membership is required thereafter.
- Access the WhatsApp
- Monthly Welcome Zoom
- Meet the Members (local meetups or when traveling)
- LinkedIn group (share blogs/events/news)
Membership ($250/year)
- Two breakfasts per year in cities with min 3 members ($150 per breakfast)
- Access our powerful WhatsApp group
- Meet the members (local meetups or when traveling)
- Presentation opportunities at in-person events in Miami, Zürich, Mexico City, Panama, etc.. (event costs not included in the membership fee).
- Regular Zoom Calls (Welcome Zoom, Business opportunities Zoom)
- Be part of the NextGen Academy
- Be part of the Mastermind Group
- Access exclusive additional services like Podcast Interviews, Sponsorship of events and display your company logo on WE the website (not included in membership fee)
- Exclusive right to invite new members
- LinkedIn group (share blogs/events/news)
Featured Services
Mastermind Group
Each Mastermind Group consists of approximately 10 WE members and 10 selected prospects or clients. The goal is to discuss topics that are highly relevant to clients, with WE members offering their expertise, contacts, and practical advice to help solve specific challenges. Clients who have faced similar issues will also be encouraged to share how they overcame them, fostering mutual learning, collaboration, and trust. Each WE member participating in the Mastermind Group invites one trusted prospect or client, making this an excellent opportunity to build deeper relationships and generate real value. Each Mastermind Group session takes place once a month and typically runs over a period of six months, providing time to build trust, follow up on action points, and strengthen the network through meaningful interactions.
Podcast Interviews
Join the Wealth Experts Podcast Series and position yourself at the forefront of thought leadership. As a featured professional, you’ll showcase your expertise to a global network of clients, peers, and potential partners who value insight and innovation. Participating in the podcast elevates your personal brand, builds trust with high-net-worth audiences, and opens doors to new opportunities. It’s a powerful platform to share your story, highlight your unique value, and connect with an engaged community.
Recommendation Tool
This tool is designed to make your referrals more effective and seamless. It allows you to create a personalized webpage that you can send to your clients or prospects. They can then generate a customized WhatsApp referral link to recommend you directly to their contacts — including partners, friends, and family. You can also share your referral link within the Wealth Experts community to boost visibility. The recommendation tool will be integrated in your personal page at wealth-experts.ch. The idea of hosting your introduction video on the Wealth Experts platform — rather than your corporate website — stems from the fact that not everyone wants their video to be publicly accessible. Additionally, some companies may have policies that restrict the publication of personal intro videos on official corporate websites. the tool does not include your introduction video, but depending on your city, we might be able to recommend someone who makes a professional 1-minute video for a competitive price.
NextGen Academy
A unique, hands-on learning experience designed for the children of VIP clients. This innovative apprenticeship program gives participants the opportunity to learn by doing — alongside selected WE members in various cities around the world. Over the course of several days or weeks, they will gain real-world exposure to how industries like banking, legal, real estate, and insurance operate. At the same time, participants will explore new cities, experience different cultures, and begin to build their own global network — a valuable asset for their personal and professional future.
Co-Sponsorship of events / Place your logo on landing page
Members looking to increase their visibility will have the opportunity to sponsor or co-sponsor both online and in-person events. Virtual Zoom sessions can be sponsored exclusively by one member, while in-person presentations can be co-sponsored by up to three members. Additionally, members who wish to feature their company logos on the Wealth Experts landing page can include this as part of their membership benefits.
Expectation from all members
Be active at least once per quarter in Zooms, sharing know-how, LinkedIn (likes/comments/articles), connecting with members, referring business to another member, attending in-person meetings or inviting new members you trust to join WE. Inactive members will be removed from the WhatsApp group or won’t be able to renew their membership.