WE PROVIDE A FULL SUITE OF INVESTMENT MANAGEMENT
SERVICES FOR US INVESTORS
who would like to diversify their holdings outside their country. Using our own expertise and that of our partners, we offer global investment management.
As a leading provider of global investing, we have decades of combined experience in building and managing portfolios designed to provide investors with consistent and stable returns that are built on the proper management of a diverse portfolio.
Our philosophy of placing our clients’ interests first and conducting extensive research through all aspects of the investment process has served them well over many years.
Our clients can trust that we remain committed to the business model which has enabled us to become one of the leading providers of international investment exposure to investors who are citizens of the US – living anywhere in the world.
INVESTMENT SOLUTIONS
Portfolio Management
- We provide discretionary and non-discretionary global investment management services.
- Clients who do not want to be involved in the day-to-day management of their assets hire us on a discretionary basis. This means we can make and implement decisions for our clients.
- Clients who want to be involved in the day-to-day management of their assets hire us on a non-discretionary basis. This means we need our clients’ approval in advance before we can implement our investment recommendations.
Personalized Investment Advice
- All of our portfolios are tailored to the individual needs of our clients.
- A foundation of our portfolio management services is a personalized investment policy statement. That is a thorough assessment of our client’s willingness and capacity to take financial risk, return expectations, investment time horizon, liquidity, and tax constraints as well as any unique remarks.
ESG and Sustainable Investment Management
- These services are used by clients who want to use all or part of their assets for investing in socially responsible companies, governments, and institutions.
Swiss and European Equities
- We believe Swiss and other European investments provide the international diversification that our clients are seeking.
Tax reporting for Americans
- For all our solutions we deliver a compliant, detailed yet simple to understand US Tax Reporting.
WEALTH PLANNING
International Wealth Planning aims to minimize risks that can undermine the achievement of your financial goals for current and future generations.
International Trusts
- Wealthy Americans have used international trusts for decades to protect their assets from claims and unexpected adverse events. We and our network of trusted partners help you plan your financial future and structure your wealth by the means of American and International trust structures.
- You and your family have worked hard to accumulate substantial assets. Make sure that your assets have a bright, long-term future too.
- Let us help you evaluate your current asset protection strategy and recommend state-of-the-art enhancements that will take the stress out of protecting your assets.
Insurance Products
- Insurance products are time-tested ways to reduce the impact of certain business and personal risks that impact the financial security of Ultra High Net Worth families. These products can also produce substantial tax benefits when used properly.
- Perhaps you want to gift certain assets to nonprofits that represent causes that you believe in. Or, perhaps it is a charitable donation to your college or university where you and future generations will earn their degrees.
- The development of sophisticated strategies that use insurance products is part of our wealth planning services. We help you select the best products for your particular situation and goals.
Self-Directed IRAs
- A self-directed IRA (Individual Retirement Account) is not a special retirement account. Any IRA can self-direct for greater diversification and control in an investment portfolio.
- These services facilitate the implementation of global investment strategies that are not limited to one country or a single currency. A global view enables investors to select the best companies based on where they conduct business and not where they are headquartered.
- International investment in an IRA account is possible, through a so-called Single-Member LLC. The trustee is a dedicated US IRA Trustee, but the end bank account is established with a Swiss Bank. Both services are based on IRS rules for the investment of Self-Directed IRAs and a U.S.-based trustee and custodian.
ALTERNATIVE INVESTMENTS
Alternative investments contribute to enhanced portfolio diversification and stability.
- Precious metals which tend to have a low correlation with the stock and bond markets, are recognized as a hedge against inflation. Precious metals are physical assets that have intrinsic value. Physical storage is possible: LFA helps you find a solution for storage services for gold bars, silver bars, coins, etc.
- Commodities and natural resources are investable through funds, ETFs, derivatives and equities. These real assets are decorrelated to traditional markets, and offer remarkable inflation protection.
- Hedge Funds, Real Estate, and Private Equity contribute to diversifying the portfolio return profile. These instruments can be accessed through public or private markets.
- Digital assets and Cryptocurrencies funds are innovating the financial landscape, emerging as a new, investable asset class. LFA helps you understand this new asset class and provides investment solutions tailored to your goals.
FAMILY OFFICE SERVICES
LFA provides multi-generational advice and services.
- A dedicated private banker
- Financial education for future generations
- Family governance
- Retirement planning services
- Relocation services (worldwide)
- Support for our client’s philanthropic interests
