South Shore Capital Advisors
Cohasset, MA

Swiss Investment Accounts

 Swiss Investment Accounts

At South Shore Capital Advisors, we facilitate and manage Swiss Investment Accounts for a select group of U.S. residents. With over 20 years of experience working with offshore banks, primarily in Switzerland, we provide clients with a secure and efficient way to diversify their investment portfolios. Switzerland is known for its political neutrality and stable economy, making it one of the most secure countries in the world. Its robust financial system, supported by a historically strong currency, enhances its reputation as a safe haven. Swiss custodians are FINMA regulated.

Swiss Investment Accounts offer a diverse range of investment options, allowing for tailored strategies that align with clients’ financial goals. Key investment options include:

• Foreign equities

• U.S. stocks

• Bonds

• Precious metals

• Currencies

By working with a U.S.-based SEC-registered investment advisor like South Shore Capital Advisors, clients enjoy several advantages:

• Closer timezone proximity for convenience

• A comprehensive understanding of both U.S. and non-U.S. investment options, crucial since over 60% of global stock market capitalization is made up of U.S. companies

• Insights into financial planning considerations relevant to U.S. taxpayers, ensuring a holistic and tax-efficient investment strategy

In addition to our investment services, we introduce clients to the benefits of offshore trusts designed for asset protection. Our team can facilitate connections with experts in offshore trust law and administration, offering valuable guidance for U.S. residents interested in safeguarding their assets.

With South Shore Capital Advisors by your side, you can have peace of mind knowing your investments are managed with expertise in one of the world’s most secure financial environments. 

Disclaimers

  • Investing involves the risk of loss

  • U.S. Residents are responsible for all applicable taxes on their income and gains.

  • FINMA stands for the Swiss Financial Market Supervisory Authority, an independent government body that regulates Swiss financial markets.

  • The Foreign Account Tax Compliance Act (FATCA) requires foreign financial institutions to report on their assets held by their U.S. account holders. It also requires U.S. persons to report, depending on the value, their foreign financial account and foreign assets. https://www.irs.gov/businesses/corporations/foreign-account-tax-compliance-act-fatca