Global Tax & Fiduciary Expertise You Can Trust.
Guiding individuals, families, and businesses through cross-border financial complexities with precision, integrity, and care.
My Approach
My approach combines precision, integrity, and long-term vision to guide clients through the complexities of international tax and fiduciary matters. With deep experience across Australia, Switzerland, and the U.S., I bring clarity to cross-border challenges—translating technical regulations into actionable strategies tailored to each client’s goals. I believe in building lasting partnerships rooted in trust, cultural understanding, and a commitment to best practices. Whether advising on wealth structures, compliance, or sustainable finance, I aim to help clients grow and protect their assets in ways that reflect both purpose and performance.
About Me
I am a Swiss Chartered Accountant, CPA, and Executive MBA with over 25 years of international experience in finance, tax, and fiduciary advisory. My career spans senior leadership roles at UBS, Quilvest, and Swissôtel, as well as direct work with family offices and entrepreneurs across Switzerland and Australia.
I specialize in optimizing tax and trust structures based on Australian, U.S. (FATCA), and Swiss fiduciary law—delivering tailored, cross-border solutions with a strong foundation in compliance and sustainable finance.
I’m passionate about helping clients not just grow their wealth, but do so with purpose—building financial strategies that support long-term sustainability, legacy, and peace of mind.
Flexible Appointments: In-Person or Virtual
I’m proud to support clients from two strategic New South Wales locations:
Bankstown - Sydney
Moss Vale City - Southern Highlands
Can’t make it into the office? No worries - I’ve got you covered with virtual appointments.
Services
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Cross-Border Tax & Trust Structuring
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Wealth & Asset Management Advisory
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Business Finance & Swiss Financing Initiatives
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Regulatory Compliance & Risk Management