Services
Different Service Levels to Meet your Evolving Needs
Swiss American Wealth Advisors Services
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. Whether still building their wealth, or financially independent, 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, always 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 level is best suited for families with complex financial needs that 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.