What We Do
How can U.S. investors diversify their portfolios beyond U.S. markets while staying consistent with applicable U.S. tax and regulatory rules?
That question sits at the center of what LFA does. We work primarily with U.S. investors who want to expand their portfolios internationally without adding unnecessary complexity. Through Swiss-based investment management, global portfolio construction, and coordination with trusted international partners, LFA offers exposure to diversified investment strategies designed for U.S. citizens living in the U.S. or abroad.
Our services include discretionary and advisory portfolio management, international asset allocation, currency-aware investing, and ongoing portfolio oversight, delivered within a framework that reflects U.S. reporting requirements and cross-border considerations.
By combining Swiss investment discipline with an understanding of U.S. investor needs, LFA aims to help clients approach global diversification with clarity, structure, and a well-defined investment framework.
Portfolio Management Options
You can choose how involved you want to be. If you prefer to hand off day-to-day decisions, LFA manages your portfolio on a discretionary basis. If you want to stay closely involved, we provide recommendations and move forward only with your approval.
Personalized Investment Advice
Your portfolio is built around your situation—not a model. We start with a personalized investment policy statement that reflects your goals, risk comfort, time horizon, liquidity needs, and tax considerations, then use it as the framework for every investment decision.
Sustainable Investment Strategies
If investing in line with your values matters to you, LFA may incorporate sustainable and socially responsible investments into part or all of your portfolio, based on your preferences.
Swiss and European Investment Exposure
Working with LFA may provide exposure to Swiss and European investments that may help broaden diversification beyond U.S. markets and the U.S. dollar, using a Swiss-based investment framework.
U.S. Tax Reporting Support
International investing can add additional considerations during tax season. LFA provides clear, U.S.-compliant tax reporting so your global investments integrate more smoothly with your annual filings.
International Trust Planning
U.S. families have used international trusts for decades to add structure, continuity, and protection to their wealth. LFA works alongside a trusted network of U.S. and international professionals to help you evaluate whether American or international trust structures fit your situation.
If you’ve built significant assets, trust planning can play an important role in how those assets are held, managed, and transferred over time. Our role is to help you assess your current strategy and explore options that align with your long-term goals.Insurance-Based Wealth Strategies
Insurance products are often used by high-net-worth families to address financial exposure related to personal, business, and estate planning needs. When structured properly, insurance strategies can also support tax planning and wealth transfer objectives.
As part of LFA’s wealth planning services, we help you evaluate insurance-based strategies, coordinate with specialists, and determine how these tools may fit into your broader financial picture.Charitable and Legacy Planning
Many investors want their wealth to reflect the causes and institutions that matter most to them. Whether supporting charitable organizations, educational institutions, or family foundations, thoughtful planning can help align giving with long-term financial priorities.
LFA helps coordinate charitable planning strategies as part of a broader wealth plan, integrating philanthropy with investment and estate considerations.Precious Metals (Gold, Silver, and Coins)
Precious metals are often used by investors seeking assets with intrinsic value and low correlation to equity and bond markets. LFA assists with access and secure physical storage solutions for gold bars, silver bars, and coins.
Commodities and Natural Resources
Commodities and natural resource investments can be accessed through funds, ETFs, derivatives, and equities. These real assets may provide diversification benefits and exposure to inflation-sensitive sectors.
Hedge Funds, Real Estate, and Private Equity
Hedge funds, private real estate, and private equity offer additional ways to diversify return sources. LFA helps clients evaluate access through both public and private market structures.
Digital Assets and Cryptocurrency Funds
Digital assets have emerged as a distinct investment category. LFA helps U.S. investors understand how cryptocurrency funds and related vehicles may fit into a diversified portfolio, based on individual goals and risk considerations.
Multi-Generational Planning
Coordinated design to assist with wealth planning, continuity, and decision-making across generations.
Dedicated Private Banking Access
A consistent point of contact to help manage banking, investments, and international financial coordination.
Financial Education for Heirs
Ongoing education and guidance to help future generations understand wealth, responsibility, and long-term planning.
Family Governance Support
Assistance with structuring family decision frameworks, communication practices, and long-term planning objectives.
Retirement Planning
Integrated retirement strategies that reflect international assets, income sources, and cross-border considerations.
Global Relocation Support
Planning assistance for families relocating internationally, including financial coordination and planning implications.
Philanthropic Planning
Support for charitable goals, including structuring and coordination with philanthropic advisors.
Holistic Legacy Planning
We go beyond traditional wealth management by helping professional athletes define long-term goals and develop a comprehensive roadmap for their life after the "final whistle."
A "Plan, Defend, Grow" Strategy
Our client-centric approach is built on three pillars: Planning for future lifestyle needs and educational goals, Defending wealth through risk management and tax efficiency, and Growing capital via global wealth management and private equity opportunities.
Protection for High-Earning Windows
Recognizing that athletes often reach their highest earning potential before age 30, we provide specialized structures to protect the wealth created during this critical period for future generations.
Integrated Risk and Tax Management
We implement robust insurance and tax-optimization strategies specifically tailored to the unique income structures and international exposures of professional sports careers.
Swiss Excellence for Global Athletes
As a Swiss-based firm registered with the SEC and FINMA, we offer athletes the stability of Swiss private banking and currency diversification (such as the Swiss franc) to hedge against U.S. dollar volatility.
Transition and Continuity Support
We provide peace of mind by addressing the pressing financial questions athletes face, ensuring their current lifestyle is sustainable, and their family’s financial future is secure.
International SDIRA Diversification
Expand your retirement strategy beyond a domestic-only framework by incorporating international exposure within an eligible Self-Directed IRA (“SDIRA”). LFA helps U.S. persons manage retirement assets with a broader global perspective, including access to international markets, broader geographical diversification, and professionally managed portfolios.
Access to Hard Currencies
Protect against concentration in a single currency by holding a portion of retirement assets in major global currencies such as the Swiss franc and other widely traded international currencies through professionally managed portfolio allocations. For investors concerned about long-term U.S. dollar purchasing power, broader currency exposure may complement an overall retirement strategy.
Swiss Custodial Integration
LFA works with established Swiss banking and custody institutions that can accommodate eligible SDIRA structures. Through coordination with a qualified U.S. IRA custodian, retirement assets may be positioned within Swiss-based accounts titled for the benefit of the IRA. This approach combines ongoing U.S. retirement account administration with access to internationally oriented banking infrastructure, multi-currency capabilities, and broader institutional diversification.
Alternative Asset Management
Eligible SDIRA arrangements may permit exposure to select non-traditional investments that can complement conventional stock and bond portfolios. These may include physical precious metals and other permitted holdings, subject to custodian requirements and applicable rules. Alternative assets can involve additional risks, including price volatility, liquidity constraints, storage considerations, and valuation complexity.
Specialized Cross-Border Expertise
LFA focuses on wealth management for U.S. persons with international financial needs. We provide discretionary investment management within the framework established by the IRA custodian and applicable regulations. Our experience includes navigating U.S. retirement account rules, relevant tax considerations, and international investment structures, together with global portfolio management, multi-currency investing, and coordination with international banking and custody providers.
Straightforward Setup Process
Clients typically begin by opening or transferring an eligible retirement account with a qualified U.S. self-directed IRA custodian. A Swiss account may then be established for the benefit of the IRA, after which retirement assets may be transferred or rolled over under applicable procedures. Once the structure is in place, LFA may be appointed to provide ongoing discretionary portfolio management aligned with the client’s objectives and risk profile.
Ready to explore how global diversification could fit into your financial picture?
Start a conversation with LFA to learn how our Swiss-based investment management and family office services support U.S. investors with international needs.
