Dreikoenigstrasse 34, 8002 Zurich
Place du Bourg-de-Four 4, 1204 Geneva
Immigration Services - Tourist and Business Visas - EB5 Immigrant Investors - Investors and Entrepreneurs - Temporary Workers - Education Visas - Immigration Waivers - US Citizenship
Former US diplomat, with extensive experiencein Asia, the Middle East, Latin America, and Europe and member of the American Immigration Lawyers Association (AILA), American Chamber of Commerce in Singapore (AmCham), American Chamber of Commerce in Japan (ACCJ), and AmCham Indonesia. I am also a registered Foreign Legal Consultant with the Law Society of Ontario in Canada
I provide assistance to individuals seeking non-immigrant visas to visit the United States for business or pleasure, attend school or participate in an exchange program, invest in a new or existing business, or engage in temporary work. I also assist individuals who want to become permanent residents (“green card” holders) of the United States through a relationship with a qualifying family member, a job offer, or an investment. I provide a full scope of immigration related services to foreign companies seeking to transfer or relocate staff to US office locations, as well as those companies seeking to expand their footprint to the United States through the establishment of a new US company to handle their US/North America operations.
My focus is on providing tax, strategy, structuring and immigration advice to international families who have US citizens or US tax resident connections. I also advise clients who are planning on moving to the US, planning on leaving the US, or who have US investments (eg. US real estate, US private equity).
I have lived in France and Switzerland for over twenty years, consequently, I have accumulated extensive knowledge of European tax and immigration issues.
This knowledge allows me to provide a holistic/ pan-European strategy to my clients.
I also regularly advise on how families can use funds, trusts, foundations, and insurance structures to optimize their tax situations.
Clients consider me to be extremely practical, commercial and yet strategic. I am able to simplify complex tax, succession, and structuring issues into manageable and understandable solutions for clients which means that clients understand a strategy which is advocated and ultimately implemented.
I am originally from the US, and attended Baylor University, Vanderbilt University and New York University for my undergraduate and legal education.
Along with other colleagues at Helm, I have founded a firm that assembles similarly-minded and highly-skilled advisers focused on US tax and compliance, UK tax and compliance, trusts, life and captive insurance planning, CRS/FATCA compliance, and art as an asset.