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Integrated Tax, Financial and Investment
Advisory Services

For Individuals, Families and Business Owners with US and Swiss Ties

You love living abroad. You're on an exciting adventure filled with new challenges and opportunities. It's a dream come true. And yet, straddling between two different tax worlds and financial systems can be time consuming, confusing and stressful. What’s worse, reaching out to countless professionals hasn’t helped. All you ever find is limited advice or contradictory answers. There has to be a better way.

Fortunately, there is. Our professional team at Swiss American Wealth Advisors understand how the different pieces of your US and Swiss financial puzzle best fit together. We work in partnership with clients like you to streamline and simplify, so that your money is working for you, instead of you working for your money.

Go live the life of your dreams that brought you here. We’ll take care of the rest.

US and Swiss Individual, Family and
Business Owner Success Stories

Swiss family relocating to the USA

The B. family are a Swiss family of five, planning a relocation from Basel to Texas where Andreas has accepted a position with the US branch of his Swiss employer. They need assistance making important financial decisions related to their Swiss assets, taxes and Andreas’ executive compensation.

American trailing spouse in Switzerland

Amy followed her fiancée to Zurich from New York City a year ago, not knowing where the relationship would lead. Having decided to get married and to stay in Zurich indefinitely, Amy needs help getting set up as an independent professional in Switzerland.

Tax Worries in Switzerland

Laura and Jake moved to Switzerland twenty years ago. Jake is a beneficiary of his mother’s US trust and, after receiving a letter from the IRS, he is worried that he may be in tax trouble in the USA. They decided to look for an advisor who could help them review their US and Swiss tax situation.

Young Professional

For single expats with less complex situations, who want a professional team on call.

Young Professionals are young at heart, no matter their age. They might still be building their wealth, or already financially independent. Either way, they want ongoing professional investment management but prefer a hands-off approach to financial planning. They appreciate the peace of mind of having a professional, highly reactive team on call, for guidance and validation when they need it. Minimum annual fee: $6,000.

Professional Family

For expat couples and families with growing needs, who want a highly proactive team working with them.

Professional Families want a highly proactive professional team to manage their investments and guide their financial lives. They want to always stay a step ahead of legal changes and life events that may require course corrections. They want the peace of a mind that comes from partnering with a specialized team that anticipates their needs and has their back, before they even know it’s needed. Minimum annual fee: $12,000.

Virtual Family Office

For multigenerational families, small business owners and trust beneficiaries who need a dedicated team coordinating their full custom needs.

The Virtual Family Office service is best suited for families with complex financial needs. These families require more than working with a proactive team that monitors the financial landscape and recommends course corrections. They also need a team managing the work of their external professional advisors in different countries with a high degree of customization and coordination. Minimum annual fee: $20,000.

Helping You Coordinate
Your US and Swiss Financial Lives
Under One Roof

Reduce Your Taxes • Simplify Your Finances • Grow Your Wealth

Integrated Tax, Financial and Investment
Advisory Services

Why Swiss American Wealth Advisors?