Fee Only compensation and Fiduciary Responsibilities:

  • Best way to minimize Conflicts of Interest

  • Our only income comes from the client fee. No commissions etc.

  • We do not sell products for fees or commissions.

  • We do not receive referral fees when recommending other professionals

  1. Expertise in Cross Border Financial Planning:

    • Retirement Planning

    • Estate Planning

    • Tax Planning

    • Education Funding

    • Risk Management

    • Investment Management

  2. Specialty in Americans living in Switzerland / Abroad or Swiss Moving to America.

    • Knowledge of both investment environments

    • Knowledge of Tax Treaty and common Tax Problems

  3. Deep Understanding of Issues affecting Americans overseas

    • Tax Issues

    • Investment Issues

    • Other planning issues

  4. We have always helped our clients to be Tax compliant.

    • Our goal is to keep you out of trouble while being tax efficient

  5. Small Team focused on Customer Service: Prefer long-term relationships

    • Always available

    • Fast response time

    • Clients best interest always first.

    • Client specific solutions

  6. Investment Management Principles:

    • Personalized Asset Allocation & Investment Policy Statement

    • Comprehensive Risk Profile personalized for each client

    • Simple Low-Cost Investment Vehicles: Principally Index ETF’s

    • Tax Efficient with thoughtful tax management (tax loss harvesting)

    • Review and Rebalance Investment Portfolios Regularly

    • Professionally managed: Stable, disciplined, not stressed by market volatility

  7. The confidence to tell you when we do not know something and the initiative to search for the answer or solution.