SWISS EXCELLENCE FOR U.S. CLIENTS
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 a bank of your choice, with the possibility to benefit from our long-standing relationships with leading international banking groups
- 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 usWhat can you expect with LFA as your wealth manager?
Personalized Swiss Wealth Management
Global Investment Strategies
Accessing Swiss Private Banking
Currency Management & Forex
Tax & Risk Mitigation
COMPLIMENTARY OFFER:
Discover the LFA Difference: Swiss Wealth Management for US Investors
Download our complimentary offer to explore how LFA's Swiss wealth managers can help US investors achieve long-term financial success through tailored portfolio diversification.
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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.