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.

ALPEN WEALTH ADVISORY GROUP

Chicago IL

ANGELINA CARLETON LEGACY PLANNING

Beverly Hills CA

GLOBAL TAXES

New York NY

HOLLAND & KNIGHT

Tampa, FL

KJM LAW PARTNERS

Professional legal services

Pasadena CA

RISING STAR FINANCIAL

Palm Beach Gardens FL

Dallas TX