US-BASED ADVISORS

WITH AN INTERNATIONAL APPROACH

IN COLLABORATION WITH SWISS PROFESSIONALS

US-based advisors (financial advisers, wealth managers, CPAs, lawyers, estate planners etc.) collaborating with Swiss SEC-registered investment advisors to bring international and jurisdictional investment diversification closer to their clients.

US advisors can develop relationships and networks with Swiss wealth managers, tax advisors, 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 "US-only" competition, providing their clients with added-value by advising them on adding an international dimension to their US-based investment portfolios, being prepared for unexpected developments which may occur on the market.

Many Swiss SEC-registered wealth managers are happy to co-counsel with a US advisor. A Swiss-based, internationally-diversified investment portfolio complements a US investment portfolio already in place back home.

AbitOs
INTERNATIONAL TAX

Coral Gables Miami FL

ALPEN WEALTH ADVISORY GROUP
GLOBAL WEALTH MANAGEMENT

Chicago IL

ANGELINA CARLETON LEGACY PLANNING
LEGACY PLANNING

Beverly Hills CA

ARENTFOX SCHIFF
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

BECKER GLYNN MUFFLY CHASSIN AND HOSINSKI
U.S. and international tax, wealth management, and estate and trust planning

New York NY

BRIDGEFORD INTERNATIONAL
wealth protection and planning strategies

Miami FL

BSW WEALTH PARTNERS
multi-family office, wealth advisory and MANAGEMENT

Boulder, Denver CO

CHATZKY AND ASSOCIATES
asset protection AND estate planning

San Diego CA

COHNREZNIK
Audit, assurance, tax, trust and estate, family governance and asset protection services

New York NY Office

GALBRAITH
Fundamental Estate Planning, Domicile Planning, Advanced Estate Tax Planning, Probate & Estate Administration, Business Succession, Asset Protection, Charitable Planning

Naples, Miami FL, Indianapolis IN

GLOBAL TAXES
international tax and compliance

New York NY

HOLLAND & KNIGHT
inbound international income and estate tax planning, international tax controversy and compliance, crossborder tax planning and related transactional matters

Tampa FL

ISGAM US
Asset management and financial planning services for US private investors at home and abroaD

Miami FL

KATTEN
tax, trust, and estate planning

Dallas TX office

KJM LAW PARTNERS
estate planning, trusts, and probate services, domestic and international business transactions and tax planning

Pasadena CA

MARINA VISHNEPOLSKAYA
domestic and crossborder corporate, transactional and Federal, state and local tax matters

New York NY

RISING STAR FINANCIAL
INTERNATIONAL INVESTMENT DIVERSIFICATION

Palm Beach Gardens FL

Dallas TX

SAVILE CAPITAL GROUP
Global Wealth Management

Miami, FL

SAX
international tax

Parsipanny, Ewing NJ

New York NY

SOPH√ďS ADVISORS
International insurance in the wealth management context

Miami FL

THORN LAW GROUP
estate planning, wealth management, asset protection, and business planning transactions

Boston MA

Washington DC, Rutherford NJ,

Chevy Chase MD, McLean VA