
INTERNATIONAL TAX
Coral Gables Miami FL
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.
Coral Gables Miami FL
Chicago IL
Beverly Hills CA
New York NY
Ann Arbor MI, Boston MA, Chicago IL,
Lake Forest IL , Los Angeles CA,
San Francisco CA, Washington DC
New York NY
Miami FL
Boulder, Denver CO
San Diego CA
New York NY Office
Naples, Miami FL, Indianapolis IN
New York NY
Tampa FL
Miami FL
Dallas TX office
Pasadena CA
New York NY
Palm Beach Gardens FL
Dallas TX
Miami, FL
Parsipanny, Ewing NJ
New York NY
Miami FL
Boston MA
Washington DC, Rutherford NJ,
Chevy Chase MD, McLean VA