Managing assets for US Americans offshore
Individual – global – tax-efficient: It’s easier to enjoy your wealth if you know that somebody is managing it soundly and responsibly. The excellent service provided by Kaiser Partner Financial Advisors is based on our respect for your privacy and your individual needs.
With Financial Advisors, the Kaiser Partner Group has established a specific division for providing comprehensive wealth management services and independent investment advice for US clients. This includes advising on global diversification and investment strategies.
Our independence works to your advantage. We deal with a selection of custodian banks that have made a long-term commitment to serving US clients. We are also willing to discuss the establishment of new custodian relationships with your current bank. Kaiser Partner Financial Advisors believes that only individually-tailored solutions to your wealth management needs will pass the test of time.
You might consider becoming a client of Kaiser Partner Privatbank AG. As a member of the Kaiser Partner Group, this privately owned, Liechtenstein-based bank provides a solid, independent and very secure home for its clients’ assets.
Independent advice at a competitive price
As the name “Financial Advisors” suggests, we want to be paid for our advisory services, not for trading securities. Kaiser Partner Financial Advisors is a fee-only registered investment advisor committed to providing unbiased services and advice. We charge a basic fee for managing your assets; third-party fees from our independent brokerage partner also apply. These fees are based on the lower-than-retail rates normally reserved for large institutional clients. Additional optional services (e.g. setting up and administering a US-compliant trust structure) are charged separately.
Kaiser Partner Financial Advisors does not accept compensation from product suppliers in the form of “kickbacks”, “retrocessions” or “fee-splitting agreements” connected to the purchase of certain products. Our investment decisions are based on thorough analyses of information from different independent resources. This guarantees the unbiased view required to develop your wealth sustainably. Securities and other financial products are selected solely on the basis of your needs and the appropriate strategy.
All wealth management solutions provided by Kaiser Partner Financial Advisors share three dimensions:
Individuality
Our work begins with an in-depth, systematic assessment of your financial situation and vision of life. Building on this foundation, we tailor a personal, knowledge-based investment solution to match your profile.
Global focus
Situated in the middle of Europe, we can follow markets from Asia to the Americas on the same day, which is ideal for international diversification strategies, for example.
Responsibility
Our investment solutions help you secure your wealth and integrate your values and vision. Furthermore, our financial solutions focus on after-tax returns. Clients with an unsettled tax status will appreciate the expertise of our specialists, who can help them through the process of voluntary disclosure.
