Swiss Wealth Management for US Clients
Kaiser Partner Financial Advisors is a Swiss wealth management company registered with the US Securities and Exchange Commission as an Investment Advisor under the Investment Advisor Act of 1940. We provide private banking services, including asset management, as well as trust services tailored to the needs of US taxpayers with assets outside the United States.
Wealthy individuals, entrepreneurs and families liable to pay US tax can benefit from the expertise and stability of one of Europe’s leading financial centers by transferring their assets to Switzerland and having them managed offshore there. For these clients, we have developed an extensive set of private banking services, and can deliver investment solutions based on a comprehensive understanding of their individual financial situation. Kaiser Partner Financial Advisors manages your wealth in a way that fits with your values, your family situation and your vision for life.
Kaiser Partner Financial Advisors believes that US Americans should be given the opportunity to benefit from the traditional excellence and discretion of Swiss private banking. Based in Zollikon near Zurich (Switzerland), we are one of a select group of financial institutions outside the US that can advise you as an American client on global diversification and investment strategies while complying with both US and Swiss regulations. We are registered with the US Securities and Exchange Commission (SEC) and regulated by the Swiss Financial Market Supervisory Authority (FINMA). Kaiser Partner Financial Advisors is also an active member of the Swiss Association of Asset Managers (SAAM).
Kaiser Partner Financial Advisors at a glance:
Download the factsheet Swiss Wealth Management for US Clients.
