WEALTH STRUCTURING, TRUST ADVISORY, SINGLE FAMILY OFFICE ADVISORY, 

US IMMIGRATION ADVICE

AMELIORA WEALTH MANAGEMENT

HELM ADVISORS

Dreikoenigstrasse 34, 8002 Zurich

+41 58 300 6060

matthew.ledvina@helmadvisors.ch

Helm Advisors provides robust and strategic solutions for our select group of clients relating to multi-jurisdictional tax, wealth planning, and succession issues in relation to traditional bankable assets, business interests and real estate as well as alternative asset classes, such as digital assets, art, wine, yachts and classic cars.

Matthew Ledvina - Partner

My two-decades long career in international firms has seen my role as an advisor to families on cross-border matters such as trusts/foundations, funds and insurance expand to include advice on pensions, banking, and taxation.

Drawing on my multidisciplinary background, I blend a big-picture, business-oriented approach with a wide experience in U.S. tax law.

I have a keen interest in venture capital focused on AI, regtech and fintech in the insurance, pensions and banking spheres.

matthew.ledvina@helmadvisors.ch

+41 58 300 6060

➨ Get in touch with me for further information and an initial conversation
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