HELM ADVISORS
Dreikoenigstrasse 34, 8002 Zurich
Place du Bourg-de-Four 4, 1204 Geneva
Aswar Building, Suite 203, Sheikh Zayed Road, Dubai, UAE
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.