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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.

Why Swiss American Wealth Advisors?

Swiss and US Tax, Investment, and Financial Specialists

Our fee-only, fiduciary and multi-credentialed team knows the environment you live in and understands the little details to meet your specific needs.

Multinational, Multilingual, US Immigrants and US expats

With decades of experience walking in your shoes, we can guide the financial lives of individuals and families like yours just like we did with ours.

Complete Coordination of all US and Swiss Financial Needs

Work with just one advisory firm to coordinate all of your US and Swiss taxes, investments, and financial decisions.

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.

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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.

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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.

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Swiss American Wealth Advisors Services

Different Service Levels to Meet your Evolving Needs

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.

Tax
Planning

Investment
Services

Retirement
Planning

Charitable
Planning

Estate
Planning

Business
Planning

Executive
Compensation

Relocation
Planning

Expatriation
Planning

Financial
Wellness

*Please refer to your Financial Planning Agreement, Investment Management Agreement and/or Dynamic Wealth Advisors’ ADV Part 2A Firm Brochure (which can be found on the Securities and Exchange Commission website by searching under CRD #151367) for additional details regarding fees.

Have Peace
Of Mind

You've worked hard for your education and money. We want to make sure nothing happens to it.

We only work with leading institutions so you can feel confident knowing that your money is safe today, tomorrow, always.

Helpful Guides So You Can Make the Best Decisions

Download Swiss American Wealth Advisors' Most Popular Guides
Three Key Pre-Immigration Planning Strategies for Swiss families moving to the USA Download Today
12 Common US and Swiss Tax Return Mistakes to avoid as an American in Switzerland Download Today
Key Considerations for Swiss Resident Beneficiaries of US Trusts Download Today

Are You Ready?
Have More Questions?

Don't wait. Work with a team of experienced and specialized advisors who truly understand your situation and needs.

Schedule a Complimentary Call Today

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