You are a US citizen, and you live in Switzerland. You just learned that you have been named beneficiary of a US trust. Congratulations! You are happy to be entitled to trust distributions, but you are also worried about the consequences. What are the US and Swiss implications? You wonder…. Let’s start from the beginning. What is a trust? A trust is a legal vehicle by which a party, the
Archive
Tags
Footer
Click here for Dynamic’s Form CRS (Client Relationship Summary) and here for Dynamic’s ADV Firm Brochure
For additional information click here.
The material in the website has been distributed for informational purposes only. The material contained in this website is not a solicitation to purchase or sell any security or offer of investment advice. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. Past performance is not a guarantee or a reliable indicator of future results. Investing in the markets is subject to certain risks including market, interest rate, issuer, credit and inflation risk; investments may be worth more or less than the original cost when redeemed. No part of this website may be reproduced in any form, or referred to in any other publication, without express written permission.
Swiss American Wealth Advisors provides links for your convenience to websites produced by other providers or industry related material. Accessing websites through links directs you away from our website. Swiss American Wealth Advisors is not responsible for errors or omissions in the material on third party websites, and does not necessarily approve of or endorse the information provided. Users who gain access to third party websites may be subject to the copyright and other restrictions on use imposed by those providers and assume responsibility and risk from use of those websites.
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 offers tax preparation services under MHTax, this is considered an outside business activities from Dynamic Wealth Advisors and is separate and apart from Ms. Hernandez's activities as an investment advisor representative of Dynamic Wealth Advisors. Insurance products are not offered through Dynamic Wealth Advisors. This is considered an outside business activity and is separate and apart from advisory services offered through Dynamic. You can learn more about us by reading our ADV. You can get your copy on the Securities and Exchange Commission website. See adviserinfo.sec.gov/IAPD by searching under crd #151367.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.