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YOUR SWISS GUIDE TO INTERNATIONAL DIVERSIFICATION

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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.

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What can you expect with LFA as your wealth manager?

Personalized Swiss Wealth Management

Experience, Swiss precision, and discretion in wealth management. Benefit from a deeply personalized approach tailored to your unique financial goals and risk tolerance.

Global Investment Strategies

Diversify your portfolio globally and explore innovative investment strategies beyond traditional US offerings. Consider foreign currency exposure, which involves investing in strong global currencies like the Swiss franc, for enhanced diversification and stability.

Accessing Swiss Private Banking

Partner with renowned Swiss private banks to benefit from their stability. Leverage their strong track record and robust risk management frameworks for enhanced peace of mind. LFA's independence enables us to provide unbiased support to evaluate/identify the most suitable Swiss bank for your needs and objectives, ensuring a genuinely personalized wealth management experience.

Currency Management & Forex

Optimize your currency exposures and minimize transaction costs to maximize your investment returns. Consider Foreign Currency Exposure to complement your US dollar investments with global currencies like the Swiss franc for diversification and stability.

Tax & Risk Mitigation

Receive professional support on tax optimization and risk mitigation strategies. Optimize your tax allocation while ensuring your wealth is protected and preserved for future generations. Consider Integrated Tax and Risk Management. We can partner with your accountant and attorney to manage your overseas tax exposure and protect your assets.
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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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Blog Articles

Swiss Francs and Risk Hedging: A Guide for U.S. Investors

Swiss Francs and Risk Hedging: A Guide for U.S. Investors

You’ve likely heard the diversification mantra countless times if you have $1 million or more in investable assets. Yet for... Read More
Why More U.S. Millionaires Are Using Swiss Financial Advisors

Why More U.S. Millionaires Are Using Swiss Financial Advisors

Switzerland offers U.S.-based investors a rare combination: currency stability, access to exclusive global investments, and wealth management expertise refined over... Read More
Do Fed Rate Cuts Signal Adding Swiss Francs to Your Portfolio?

Do Fed Rate Cuts Signal Adding Swiss Francs to Your Portfolio?

The U.S. Federal Reserve is signaling multiple interest rate cuts could be on the horizon. For American investors, this means... Read More
Choosing a Swiss Wealth Management Firm? Top Tips for U.S. Investors

Choosing a Swiss Wealth Management Firm? Top Tips for U.S. Investors

For U.S. resident investors with $1 million or more in investable assets, diversifying a portion of your portfolio internationally through... Read More
U.S. Investors Look to Switzerland for Diversification

U.S. Investors Look to Switzerland for Diversification

As a U.S.-based investor with $1 million or more in investable assets, you may ask: How do I diversify beyond... Read More
Preserve Your Purchasing Power: Is the U.S. Dollar Losing Its Edge?

Preserve Your Purchasing Power: Is the U.S. Dollar Losing Its Edge?

Due to the concerns about the stability and purchasing power of the US dollar over the past few years, an... Read More

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.

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