Helping U.S. Expats in Switzerland Navigate Wealth with Clarity & Confidence

Most of Expat Wealth Advisory’s clients are U.S. citizens or green card holders living in abroad, but he also advises:

• Clients who reside in the USA
• Dual nationals (U.S.–Swiss or other)
• Swiss nationals with U.S. financial exposure
• International professionals with multi-jurisdictional financial needs

Whether you're planning for retirement, managing old 401(k)s, or optimizing global investments, Expat Wealth Advisory can help.

No. Your investments are held directly at well known third-party custodians, either in Switzerland or the United States, depending on your preference and personal needs. Expat Wealth Advisory does not take custody of client assets, which ensures full transparency and control remain in your hands.

Start by scheduling a discovery conversation—a complimentary call to learn more about your situation, ask questions, and determine if there’s a good fit. There's no pressure or obligation—just an honest, informed conversation to explore the path forward.

Yes. Jeremy specializes in managing U.S.-based retirement accounts for expats. He helps you:

• Consolidate old 401(k)s and IRAs
• Minimize taxes on Required Minimum Distributions (RMDs)
• Ensure compliance with U.S. and Swiss regulations
• Align your retirement strategy with your long-term goals

Investing across borders introduces a range of challenges, including:

• High fees from local advisors unfamiliar with U.S. rules
• Risky exposure to PFICs(foreign mutual funds taxed punitively in the U.S.)
• Complicated dual-tax reportingand legal compliance

Expat Wealth Advisory is here to help simplify this complexity and can assist in avoiding costly mistakes.

PFICs (Passive Foreign Investment Companies) are non-U.S. mutual funds and pooled investment vehicles. U.S. taxpayers who own them can face:

• Double taxation
• Punitive IRS reporting requirements
• Increased audit risk

Expat Wealth Advisory works to minimize your portfolio exposure to PFICs and is fully compliant with U.S. tax law.

Yes – Expat Wealth Advisory is an independent, fee-only advisor. That means:

• No commissions
• No product sales. No hard sales on specialty products/funds.
• No soft-dollar arrangements with custodians or fund providers

We provide a high-end, personalized service at a fair and transparent price, aligned entirely with your best interests.

Our goal is to assist in the development of a globally diversified, tax-efficient portfolios, tailored to your goals, risk profile, and cross-border needs. The goal is your long-term investment success, through process, education, and communication.

Expat Wealth Advisory also acts as a fiduciary—a legal obligation to put your interests first at all times. That means no conflicts of interest, no hidden fees, and advice driven solely by what’s best for you.

Yes. While based in Switzerland, Expat Wealth Advisory serves clients across Europe and internationally, provided regulatory guidelines allow. If you’re a U.S. expat dealing with complex global finances, We can likely help—no matter your location.

Jeremy Wolf earned his MBA from Columbia University and has over 25 years of experience in the investment world. His career spans roles as an analyst, trader, and Senior Investment Advisor at a firm managing over $110 billion in assets. Today, he brings that depth of expertise to individuals and families—particularly U.S. expats in Switzerland—who need clear, cross-border financial guidance.