In collaboration with Swiss professionals
Israel-based advisers (financial advisers, wealth managers, CPAs, lawyers, estate planners etc.) collaborating with Swiss SEC-registered investment advisers to bring international and jurisdictional investment diversification closer to their Israeli-US clients.
Israeli advisers can develop relationships and networks with Swiss wealth managers, tax advisers, trustees and other wealth management-related service providers.
Their quest is to avoid a home-biased-only strategy and gain a cutting-edge over their "Israel-only" competition, providing their Israeli-US clients with added-value by advising them on adding an international dimension to their home-based investment portfolios, being prepared for unexpected developments which may occur.
Swiss SEC-registered wealth managers are happy to co-counsel with an Israeli adviser. A Swiss-based, internationally-diversified investment portfolio complements a domestic investment portfolio already in place back home.