Our clients have at least two things in common. They are American because they either live in the United States or hold a US passport and they have investable assets in excess of USD 1’000’000 that they like to place abroad.

Clients of ours are typically families and individuals that immigrated to the United States and always kept funds offshore or today’s Americans that want to place some funds offshore. Motivations of both are diversification and asset protection.

In recent times, there are also more and more clients that do not live in the US but because of their US status with respect to the IRS it became hard to find a bank that knows the needs of wealthy Americans. Not being a bank ourselves but a financial advisors we very often help in finding a custodian for our clients.

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You have questions about how we can support you with your portfolio, investment strategy or asset allocation?

Our team is looking forward to hearing from you.