What to do when the Kids move to America?. 26 September 2023

Host group
Host Left
Hosted by
STEP Zurich Centre
Event Type

Glockenhof (Hotel Glockenhof)
Sihlstrasse 31
8022 Zürich

Speaker: Nicolas Caron, Managing Director, Senior Advisor, Head Business Development, Vontobel SFA www.vontobelsfa.com

Topic: What to do when the kids move to America? Practical and regulatory considerations for advising global families when they acquire a US nexus

Switzerland has advised global families for generations through momentous shifts in financial and tax regulation. Our “new normal” has imposed complex cross-border rules that make financial strategy a multi-dimensional challenge. Adding a US nexus is just another requirement that should be studied, analyzed and factored into good service. This will be a banker’s point of view on how to prepare and implement financial advice that serves clients’ best long-term interests.

Speaker CV:
Nicolas Caron joined Vontobel Swiss Wealth Advisors in August 2021 as Managing Director, serving as head of business development. Since the merger created the new Vontobel SFA, currently the largest SEC registered investment advisor based in Switzerland, he has continued with the same functions. As a senior advisor, he serves American and Canadian private clients in North America and abroad.

11.45 - 12.00 / Registration
12.00 - 13.00 / Talk & Questions
13.00 - 14.00 / Lunch & Networking

Event type: hybrid, present and on-line

Booked places can be cancelled up to 24 hours before the event. Only cancellations made in due time will be refunded. Substitutions may be made at any time.

Registration by: Monday 25 September 2023

Cost group
11.45 - 14:00
CPD Points
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1 hours towards CPD obligation
STEP Office Zug - Corinne Graf
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