Who We Serve
Who typically works with a Swiss wealth management firm like LFA?
LFA works exclusively with U.S. investors and professionals who want a thoughtful, independent approach to global wealth management, delivered from Switzerland and designed around U.S. tax and regulatory realities.
As one of the leading independent Swiss wealth management firms serving U.S. clients, we support individuals, families, and institutions seeking international diversification, long-term portfolio oversight, and coordinated financial planning.
High Net Worth Individuals & Families
Protecting Your Legacy Across Generations
Personalized Swiss wealth management designed to diversify your core holdings and secure your family’s financial future.
U.S. Citizens Living Anywhere in the World
Global Expertise for the Global American
Seamless cross-border investment strategies that remain fully compliant with SEC and IRS reporting, wherever you call home.
Foundations, Trusts, & Estate Structures
Specialized Structures for Long-Term Growth
Sophisticated asset protection and tax-efficient management for complex entities, leveraging Switzerland’s stable financial ecosystem.
Professional Partners & Institutions
Collaborative Solutions for Financial Experts
We partner with CPAs, attorneys, and banks to provide their clients with dedicated Swiss investment expertise and transparent reporting.
Sports Division
Wealth Management for the Long Game
Your career is fast-paced; your wealth strategy should be built to last. We provide elite athletes with discreet, global asset protection and multi-generational planning beyond the field.
Self-Directed IRAS
Take Your Retirement Global
Don’t let borders limit your future. Diversify your Self-Directed IRA into stable Swiss markets and global currencies while maintaining full IRS compliance.
COMPLIMENTARY OFFER:
Is Your IRA Too Dependent on the U.S. Dollar?
Download our complimentary offer to explore how affluent U.S. investors use International Self-Directed IRAs (SDIRAs) to hold multi-currency assets, Swiss custody, and global equities—without losing U.S. tax advantages.
