INTERNATIONAL TAX
Coral Gables Miami FL
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.
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
New York NY
international tax
Parsipanny, Ewing NJ
New York NY
ASSET PROTECTION
Denver CO
Miami FL
wealth protection and planning strategies
Miami FL
asset protection AND estate planning
San Diego CA
Audit, assurance, tax, trust and estate, family governance and asset protection services
New York NY Office
Fundamental Estate Planning, Domicile Planning, Advanced Estate Tax Planning, Probate & Estate Administration, Business Succession, Asset Protection, Charitable Planning
Naples, Miami FL, Indianapolis IN
international tax and compliance
New York NY
inbound international income and estate tax planning, international tax controversy and compliance, cross-border tax planning and related transactional matters
Tampa FL
international estate and tax planning advice
Houston, Austin TX
tax, trust and estate planning
Dallas TX office
estate planning, trusts, and probate services, domestic and international business transactions and tax planning
Pasadena CA
INTERNATIONAL INVESTMENT DIVERSIFICATION
Palm Beach Gardens FL
Dallas TX
International insurance in the wealth management context
Miami FL
estate planning, wealth management, asset protection, and business planning transactions
Boston MA
Washington DC, Rutherford NJ,
Chevy Chase MD, McLean VA