Investment portfolio analysis
A regular review of their investment portfolios generally helps investors to evaluate whether their holdings are meeting individual needs and attaining goals.
During the period following a voluntary disclosure, clients should reconsider the composition of their portfolios because proper tax management includes selecting or avoiding specific investments with onerous tax ramifications.
Kaiser Partner Financial Advisors can assist US taxpayers in the Voluntary Disclosure process. Subsequently, US taxpayers can benefit from the advantages of our tax-efficient investment management that is performed in Switzerland and done so in compliance with US laws and regulations.
