International approach. In collaboration with a Swiss professional.
There are US-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 clients.
In their quest to have a cutting-edge over their "US-only" competition, to provide their clients with added-value by being able to advise them on adding an international dimension to their US-biased investment portfolios, and to be prepared for unpredictable developments on the home market, US advisers are developing relationships with Swiss wealth managers, tax advisers, trustees and other wealth-management related service providers.
Many Swiss SEC-registered wealth managers are happy to co-counsel with a US adviser. A Swiss-based investment portfolio complements a US investment portfolio already in place.