Looking for a US–Swiss cross-border tax/financial advisor in Geneva

Taxes
1

Hi everyone,

I’m looking for an independent, fee-only advisor or consultant with strong experience helping US citizens living in Switzerland based in Geneva.

I’d like help coordinating:

  • US and Swiss tax planning and reporting

  • Cross-border investment accounts

  • US real estate

  • Swiss employment and pension arrangements

  • A recent employer savings-plan payout

  • Financial and retirement planning for a US–Swiss household

I’m looking for strategic advice and a prioritized plan—not investment-product or insurance sales.

Does anyone have a recommendation based on firsthand experience? I’d also appreciate suggestions on the right credentials to seek or firms to avoid.

Thanks!