YOUR SWISS GUIDE TO INTERNATIONAL DIVERSIFICATION
SWISS EXCELLENCE FOR U.S. CLIENTS OF ANY SIZE
LFA is part of the group headed by LFG Holding, which holds one of Switzerland's largest portfolios of independent asset managers, with over 50 professionals, 700 clients, and over USD 2.5 bn. of assets under management.
We deliver our services exclusively to clients with U.S. income tax obligations, providing expertise in international asset and foreign currency management and access to a network of Swiss tailor-made products and service providers.
For us, managing your wealth means:
- Depositing your assets in the safest of Swiss Banks
- Overseeing all administrative procedures associated with your investments
- Developing a customized portfolio management strategy based on your specific needs
We aim to be a seal of Swiss excellence by providing you with exclusive, high-quality customer service. We focus on creating long-term, personalized investment strategies aimed at diversifying, protecting, and growing your wealth, regardless of the size of your portfolio.
Get to know usSWISS WEALTH MANAGEMENT FOR US CLIENTS
What can you expect with LFA as your wealth manager?
Foreign Currency Exposure
Foreign Currency Exposure
Access to Swiss Private Banking
Access to Swiss Private Banking
Integrated Tax and Risk Management
Integrated Tax and Risk Management
Portfolio Stability
Portfolio Stability
Complimentary ebook: Private Wealth Management in Switzerland
Swiss wealth managers at LFA have a rich tradition of providing long-term, personalized wealth management services to investors in the United States.
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Blog Articles
How Does a Weak U.S. Dollar Affect My Retirement Plan?
A Swiss Wealth Manager’s Guide to Investing in European Sustainable Dividend Stocks
The Growing Popularity of Multi-Family Offices Based in Switzerland
The Rise of Swiss Wealth Management Among U.S.-Based Investors
The Swiss Money Management Approach to Global Wealth Diversification
Is Swiss Wealth Management Right For You?
LFA is a global investment specialist and one of the largest independent management firms in Switzerland that exclusively serves US clients who are seeking international diversification through a boutique of services. We provide discretionary and non-discretionary money management services that include multi-currency, multiple asset classes with state of the art risk management and tax efficient strategies.