LFA SA
LFA specializes in Swiss wealth management for US citizens and US persons in the United States, Switzerland and abroad.
WEALTH MANAGEMENT With a long-term view, LFA provides internationally diversified wealth management strategies through discretionary and advisory mandates. As an independent wealth manager we are focused solely on our clients’ preferences and requirements, providing a wide range of global investment strategies to meet their needs and goals. American investors get a broader range of investment opportunities than with a US-only investment portfolio. Segregated, custodian accounts can be held with a Swiss bank for geographical diversification, or if preferred, with a US bank, or both. GLOBAL REPORTING LFA can provide consolidated, detailed wealth reports on a client’s or family’s overall global investments. US TAX REPORTING LFA is able to produce a consolidated tax reporting document, which clients can use for fulfilling their FBAR and tax reporting obligations to the IRS. In addition, LFA can introduce clients to US tax advisors based in Switzerland or in the US for tax assistance, if required.
Address: Via F. Pelli 3, 6900 Lugano, Switzerland
Phone: +41 91 921 37 52
FAX:
