Small Business Planning
Align your business and personal goals
Actively managing the value of your business
to exponentially grow your wealth
“Failure to provide for the perpetuity of your business beyond your working lifetime means simply that you overstated your profit, for when you go, the whole company goes with you.” – Leon Danco, author of Beyond Survival: A Guide for Business Owners and Their Families.
Being a small business owner is both exciting and extremely demanding. As we know from our own experience as crossborder business owners, the challenges compound when those businesses operate across borders.
If you are a business owner, your purpose was likely to control your destiny, to choose the colleagues, clients and employees you want to work with. To challenge yourself and to follow your passion. Managing the administrative complexity of a crossborder business is unlikely the reason you decided to become an entrepreneur.
We have the knowledge and experience to help you understand how to best manage and position your business. We have the ability to coordinate the work of your business advisory team and free up time for you to focus on what you do best, without having to sorry about the business management details.
We can help you align your personal, financial and business goals to allow you to successfully grow your business, build its value, and eventually transition it to the next generation, your employees or a third party buyer.
We can help you:
- Understand your business structure options.
- Coordinate the work of a business team of specialists in fields such as corporate law and tax, human resources, accounting, contract law and other relevant areas in the USA and Switzerland.
- Set up qualified retirement plans for your US business.
- Design and implement an integrated business plan that drives business value.
- Align your business finances with your personal and family goals.
- Get organized to achieve work-life satisfaction.
- Understand your different transition options when you are ready to transfer your business.
- Understand, consider, and incorporate the interests of all stakeholders: you, your family, your key employees, and your buyer, for a successful transition away from your business ownership into the next stage of your life.
Are You Ready to get
the help you are looking for?
Work with a team of experienced and specialized advisors who truly understand your situation and needs.
Still Have More Questions?
No Problem. Read the FAQs.
We offer US tax return preparation services through our sister firm, MHTax. This is an optional service available exclusively to clients of Swiss American Wealth Advisors, and it requires a separate engagement with MHTax. Tax services provided are considered an outside business activity and are not offered through Dynamic Wealth Advisors.
We have teamed up with Swiss tax advisors to offer coordinated US and Swiss tax preparation services. This requires a separate engagement with the Swiss tax preparation firms and is available exclusively to clients of both Swiss American Wealth Advisors and MHTax. Tax services are considered an outside business activity and are not offered through Dynamic Wealth Advisors.
Yes. In addition to traditional portfolio solutions, we offer sustainable investment portfolios that account for Environmental, Social and Governance (ESG) factors. ESG data on companies has become increasingly available over the last few years. This allows us to offer portfolios built with ETFs (exchange-traded funds) that exclude certain industries such as weapons manufacturers or tobacco companies. Industries included might focus on a particular theme, or aim to have a positive impact by promoting positive and limiting negative externalities. Investing in ESG portfolios involves risks, please refer to our ADV for more details.
Yes. We offer alternative investments such as private investments, hedge funds, and cryptocurrencies if you qualify as an accredited investor and when these investments are appropriate for your situation and are aligned with your financial plan. Some of these alternative investments may also be available to non-accredited investors. Investing in alternatives and cryptocurrencies involves risks, please refer to our ADV for more details.
Yes. We offer direct/personalized indexing when this investment strategy is appropriate for your situation. With direct/personalized indexing, you own the underlying securities in the portfolio, rather than shares of an investment fund. This approach provides additional opportunities to personalize your investments and potentially gain greater tax efficiency through daily tax-loss harvesting. Direct indexing involves risks, please refer to our ADV for more details.
We believe that every person deserves access to quality financial education that can empower them to make good financial decisions. For individuals and families who are unable to engage us for our professional services, our blog and educational videos provide free educational resources. Additionally, we regularly conduct educational workshops, covering topics like tax reporting, tax planning, saving for retirement, risk management, and legacy planning. To inquire about our next educational workshop, please email us at info@swissamericanwealth.com
To minimize conflicts of interest and seek better alignment with our clients, we do not accept sales commissions or referral fees from investment product providers or independent professionals. We only receive compensation in the form of financial advisory fees paid by our clients as detailed in their financial planning advisory agreements. Our clients pay us a transparent fee for our advice.
We work hard to make sure your money is safe. We are affiliates of a Registered Investment Advisor (RIA) with over $4.8 billion in assets under advisory (Dec. 2023) serving more than 5,000 families. We work only with top financial institutions like Charles Schwab and Fidelity as our independent custodians, and we use leading industry technology for investment management and financial planning. We hold multiple professional credentials, and we are held to a fiduciary standard, which means that we are required to always provide advice that is in your best interest, even when it’s against our own.
We offer US insurance services through our sister firm, Swiss American Risk Advisors. We have teamed up with Ash Brokerage to offer independent insurance solutions when needed. Insurance products offered are considered an outside business activity and are not offered through Dynamic Wealth Advisors.
