I am one of the Managing Partners of THE FORUM FINANCE GROUP SA in Geneva, established in 1994, embracing the origins of Geneva’s private banking heritage to offer global, personalized and attentive wealth management services.

I am specialized in organizing and managing the foreign-held assets of non-US nationals that become US Persons when they move to the United States, e.g. green card holders.

It is important to plan and organize foreign-held assets in advance in order to avoid onerous US taxes, as all foreign-held investments become taxable in the US as soon as a non-US citizen becomes a US person.

Our SEC clients come from Switzerland, Europe and other countries around the world. As an SEC-registered investment advisor, Forum Finance can continue to work with non-US nationals once they become “American”.

Switzerland remains the global leader for cross border private wealth management and is appreciated as an investment hub due to its AAA-rating with a stable outlook, its long-term political and economic stability and its innovative and traditionally strong financial industry.

Perhaps you have clients emigrating to the United States without giving their existing foreign investments a thought beforehand, only to be surprised by their tax liabilities once they are there and they have to fulfill their reporting requirements and tax obligations.

I am here to make sure that these new US persons are not heading into problems, which can be solved in advance. Your clients will be grateful to you for bringing this aspect of their transition to the US to their attention in advance.

Naturally, I am happy to schedule a call to discuss how we can work together to the benefit of us all.

Independent and 100% owned by its Partners, FORUM FINANCE provides committed, transparent and objective wealth management, free from any conflicts of interest. Our investment decisions are dictated only by our convictions and by the desire to obtain the best performance for our clients.

With over 25 years of experience, we have proven expertise and in-depth knowledge of all available investment instruments. In addition, we have built a rich network of experts and partners in order to provide relevant and effective solutions that go beyond simple wealth management.

Our commitment to the long-term is a cornerstone of the deeper and more personal relationships we have with each other, our partners and our clients.

Please don’t hesitate to contact me: + 41 22 311 84 00,  vorfeld@ffgg.com.
I’m never more than a phone call or click away!

Best regards,
Egon Vorfeld