Swiss & US custodians

In collaboration with a Swiss SEC-registered investment adviser

In collaboration with a Swiss SEC-registered investment adviser, an account can be established with a Swiss and/or, with some Swiss SEC RIAs, a US custodian.

A US client chooses a custodian in collaboration with a Swiss SEC RIA and gives the Swiss SEC RIA a discretionary mandate with a limited power of attorney to manage the account held with the custodian (or an advisory mandate). Swiss SEC RIAs may collaborate with several Swiss and/or US custodians, the choice is yours.

The Swiss custodian adheres to FATCA requirements and provides all the statements and documents required for timely reporting as well as for preparing the forms needed to file taxes correctly with the IRS.

See the custodians here
 Get your US reporting and taxes right with an experienced, Swiss-based US tax adviser.
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Where Americans are Welcome is not in the position to provide US tax advice or suggestions and you must consult with a qualified tax expert.
Where Americans are Welcome is independent and unbiased and does not recommend, prefer, endorse, solicit or discourage any particular listed Swiss SEC RIA, other service provider or wealth management-related product. Furthermore, the website content, opinions, privacy policies or services provided are their own and are not endorsed by WAAW in any way. Please read the disclaimer.