Get trusted guidance for all your cross-border financial and fiduciary needs.
My Services
Cross-Border Tax & Trust Structuring
I offer integrated tax and trust solutions tailored to the complex regulatory landscapes of Australia, the United States, and Switzerland. My services include expert guidance on FATCA and CRS compliance, ensuring clients remain fully aligned with international reporting standards. With a strong foundation in Swiss trust and fiduciary law, I help individuals, families, and businesses structure their affairs in a way that is both tax-efficient and globally compliant.
Business Finance & Swiss Financing Initiatives
I support businesses in securing sustainable financing solutions, with a particular focus on companies contributing to the resilience and revitalization of Australia’s supply chains. Drawing on my Swiss financial background, I offer strategic guidance to help organizations access capital, improve financial structures, and align with long-term development goals. My services also include corporate governance support and CFO-level advisory to ensure financial operations are both efficient and forward-looking.
Wealth & Asset Management Advisory
I provide tailored advisory services for high-net-worth individuals and family offices, with a focus on preserving and growing wealth across generations. My approach includes strategic succession and estate planning, ensuring a smooth transition of assets in line with your long-term vision. I also offer risk management and investment oversight to help clients make informed, confident decisions in an ever-evolving financial landscape.
Regulatory Compliance & Risk Management
I provide expert guidance in navigating multi-jurisdictional financial regulations, helping clients stay ahead of evolving compliance demands. From conducting thorough due diligence to preparing for audits, I ensure that every aspect of your financial operations is aligned with international best practices. My focus is on structuring processes and entities for maximum transparency, accountability, and long-term stability.