Welcome to the Swiss American Wealth Advisors Financial Education Video Library!
This is a free educational resource designed to help individuals and families with US and Swiss ties understand how to navigate their US/Swiss crossborder financial planning needs.
What is US/Swiss crossborder financial planning?
If you are an individual or family with US and Swiss financial ties, either because you are Swiss living in or relocating to the USA, American living in or relocating to Switzerland, the owner of a business that operates in both the USA and Switzerland, married to a national of the other country, etc., your financial life takes place not just in the USA or Switzerland, but also across the US and Swiss borders. This creates a unique set of financial planning needs.
The purpose of these videos is to share relevant information, curated by experienced professionals working in the US-Swiss crossborder financial planning field, to help navigate the complexities that result from the impact of the US and Swiss financial and tax systems on the lives of Swiss Americans.
We will discuss the unique tax, investments, retirement, estate planning and risk management considerations relevant to crossborder US/Swiss individuals and families and give you insights to help you navigate those complexities successfully.
Our financial education video library is broken into two sections: one for Americans living in Switzerland, and another for Swiss nationals living in the USA. If you divide your time between both countries, or your US/Swiss crossborder life does not neatly fit into one of these categories, you may want to peruse both libraries. Otherwise, select the library that corresponds to the country you are already living in or the country you are planning to relocate to.
Please watch this introductory video to better understand the purpose of this video library and how to best take advantage of it. These videos are purely educational in nature and should not be construed as financial, legal or tax advice. More on the difference between financial education and financial advice is found on the video.
We hope you find our education library informative and helpful!
Reach out to firstname.lastname@example.org with any questions.
Marina Hernandez is an Investment Advisor Representative with Dynamic Wealth Advisors dba Swiss American Wealth Advisors. All investment advisory services are offered through Dynamic Wealth Advisors. Marina Hernandez also offers tax preparation services under MHTax. This is considered an outside business activity from Dynamic Wealth Advisors and is separate from Ms. Hernandez’s activities as an investment advisor representative of Dynamic Wealth Advisors.