International tax
Coral Gables Miami FL
HOW CAN US-BASED ADVISORS COLLABORATION WITH SWISS PROFESSIONALS?
WITH AN INTERNATIONAL APPROACH
US-based professionals—including financial advisers, wealth managers, CPAs, attorneys, estate planners, and related specialists—may collaborate with Swiss investment advisors registered with the US Securities and Exchange Commission (SEC) to introduce clients to international and jurisdictional diversification considerations.
Through these relationships, US advisors often expand their professional networks to include Swiss wealth managers, tax advisors, trustees, and other wealth-management-related service providers with cross-border experience.
By coordinating with qualified international professionals, US advisors can help broaden client awareness of diversification approaches beyond a purely domestic perspective and facilitate discussions around long-term planning in evolving market environments.
Many Swiss SEC-registered investment advisors are open to working alongside US advisors. In such cases, Swiss-based investment allocations may be structured to complement, rather than replace, a client’s existing US investment holdings.
Global wealth management
Chicago IL
Legacy planning
Beverly Hills CA
Domestic and international estate and tax planning, estate administration, and related litigation
New York NY
Ann Arbor MI, Boston MA
Chicago IL
Lake Forest IL , Los Angeles CA
San Francisco CA, Washington DC
U.S. and international tax, wealth management, and estate and trust planning
Westport CT
New York NY
Multi-family office, wealth advisory and management
Boulder, Denver CO
International investment diversification
Coral Gables FL
Asset protection, estate planning
San Diego CA
Audit, assurance, tax, trust and estate, family governance and asset protection services
New York NY Office
Tax, audit, risk management and regulatory terrain
Troy MI
International payments
UK,  Portugal, Spain,  France,  USA, Caribbean, UAE
International living and global diversification
International
for US clients
International tax and compliance
New York NY
Estate planning, asset protection
San Diego CA
Inbound international income and estate tax planning, international tax controversy and compliance, crossborder tax planning and related transactional matters
Tampa FL
International tax planning
Miami FL
Asset management, financial planning services
Miami FL
Tax, trust, and estate planning
New York NY office
Estate planning, trusts, and probate services, domestic and international business transactions, and tax planning
Pasadena CA
Domestic and crossborder corporate, transactional and Federal, state and local tax matters
New York NY
Wealth protection plans for American investors, businesspeople, and high net worth clients
Phoenix AZ
Charlestown, Nevis, West Indies
Wealth management - Direct investing - Trustees - Private equity - Ventures - Farming
New York NY
Tax and estate planning - Asset protection
St. Marys GA
International tax
Parsipanny, Ewing NJ
New York NY
Global wealth management
Rye Brook NY
International insurance in the wealth management context
Miami FL
International tax advisor
Tampa FL
Offices nationwide
Estate planning, wealth management, asset protection, and business planning transactions
Boston MA
Washington DC, Rutherford NJ,
Chevy Chase MD, McLean VA