We serve a wide variety of individuals, couples, and families who are looking for international diversification. Following are six fictitious clients that describe real-life financial situations.
Partnering with Trusted Advisors
We work with financial advisors to help them offer their clients international diversification and exposure to the currency stability associated with investments denominated in the Swiss franc. By partnering with us, US advisors can take advantage of our extensive knowledge of international investing and our network of partners specializing in international investments.
We are happy to work together with your tax advisors, estate advisors, other financial advisors, and legal experts to help diversify your portfolio internationally and manage the tax implications of those investments. By making your partners our partners we enable you to optimize your investment strategy in order to better manage your finances and achieve your investment objectives.
Complementing a US Strategy
Given the number of opportunities available in international markets, diversifying globally offers investors the chance to invest in promising markets outside the U.S. Investing in these markets can complement a U.S. strategy by adding non-correlated assets into a portfolio’s allocation. As one of the leading Swiss-based investment advisory firms for investors with U.S. tax exposure, LFA has the experience and the expertise to help you complement your U.S. investments with exposure to international assets.
