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My Approach
We begin by understanding you and your values. Then, we apply our technical knowledge and bring our network of trusted US-Swiss professionals to design your US-Swiss financial life efficiently, with clarity, confidence, and value alignment.
The Clients I Serve
US-Swiss cross-border families
Major Milestones I Specialize In
Having US-Swiss financial ties
Our 7 Steps to Financial Planning
Certified Financial Planners have a proven blueprint for success—but your planner builds it entirely around you.
Summarized from the CFP® Board's Practice Standards. cfp.net
My Process
We have focused exclusively in working with families with US and Swiss financial ties for well over a decade. This allowed us develop a deep understanding of both the US and Swiss financial, legal, and tax systems: how the interact, where the conflicts arise, and where the complexity compounds. By applying this knowledge and experience to our clients' situations and personal goals, we not only help them avoid mistakes commonly made by cross-border families, but we also help them find unknown opportunities and paths available to align their wealth with their goals with tax efficiency, clarity, and earned simplicity. To ensure the families we work with receive the level of care and attention they deserve, we intentionally work with a small number of families on an ongoing basis and offer a limited number of project based engagements per year. "Simple and shallow sound the same until you ask the second question. The person who earned their simplicity can go ten levels deep when challenged. The person who skipped the work falls apart at level two." - James Clear
Disclosures
This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.