Expertise for your US business
Owing to a fundamental change in the legal and political situation in the USA, it has become increasingly difficult in recent years for Swiss financial services providers to serve US citizens. However, the Swiss financial center, with its long tradition, its stability and its professionalism, continues to offer an attractive environment for wealthy US clients.
Wealth management provider Kaiser Partner Group has stepped up its commitment to the US market by establishing Kaiser Partner Financial Advisors AG. The new company is registered with the U.S. Securities and Exchange Commission (SEC) and regulated by the Swiss Financial Market Supervisory Authority (FINMA). In addition, Kaiser Partner Group has concluded a special agreement with the US Internal Revenue Service (IRS) allowing it to process voluntary disclosures. All this enables us to offer active support to end-clients as well as to institutional clients with connections to the USA.
With our specialist expertise, we can assist banks and asset managers, as well as lawyers and trustees engaged in US business. Expert advice is particularly crucial when you are assessing the liability risks of US business, dealing with voluntary disclosures, or refocusing your US business.







