International Wealth Management
Knowledge & Insights

International Wealth Management

Helping clients set up international wealth management and asset management accounts is one of our most popular services. But there’s a lot to know before you proceed. Here are some articles to give you the basics.

Concept art of an article about How to Use Low-Cost Leverage to Boost Swiss Investment Returns – Lomard loans: Balcony overlooking Swiss landscape (AI Art)

How to Use Low-Cost Leverage to Boost Swiss Investment Returns

When it comes to investing internationally, our clients broadly fall into two groups… ...

Does Your Financial Advisor Have “Home Bias”?

We’ve noticed a tendency among advisors – especially US advisors – to believe that the US is the best place ...
Concept art of an article about Why Americans Invest Overseas: Businessman overlooking city skyline from office window

Why Do Americans Invest Overseas?

Obvious but true: When it comes to investing overseas, it’s important to start with the why long before you start ...
Concept art of an article about Americans Opening an Offshore Brokerage Account: World map showing connected global financial centers (AI Art)

Can Americans Still Open an Offshore Brokerage Account?

We work with many US clients looking to set up their first offshore brokerage account. They do so for a ...
Modern office interior in Phoenix (AI Art)

Who’s Really Responsible for Your International Investments?

I spoke with a client earlier this month – I’ll call him Max – who’s a sophisticated investor by any ...
Concept art of an article about International Diversification: Globe in office (AI Art)

International Diversification: Why Don’t More Americans Invest Overseas?

I’ve often had the impression that most Americans invest as if the rest of the world barely matters. ...
Concept art of an article about the IRA International Investing and Key Mistakes to Avoid: Beautiful real estate in Mexico (AI Art)

IRAs and International Investing: A Key Mistake to Avoid

I’m considering investing in a private company at 10%. The concern is that the company asked me to join its ...
Concept art of an article about Benefits of Foreign Portfolio Investment: vintage globe on wooden desk by window (AI Art)

Proven Benefits of Foreign Portfolio Investment

Someone was recently referred to us by an existing client. He didn’t know us very well but was concerned about ...
Concept art of an article about Swiss Asset Management for US Investors: Zurich at night (AI Art)

Swiss Asset Management for US Investors: Benefits, Risks, and How to Start

As an American, you can probably feel the world shifting. The percentage of US dollars in reserve currency status is ...