In front of US financial advisors interested in international financial planning, David presented Swiss (private) bank accounts for US persons – from their opening to their closing, including cross-border, estate, reporting and tax considerations. He also addressed specific tools frequently used by US families in the Swiss financial center, like PPLI, trusts and PTCs.

The event was organised by the FPA's International & Cross-Border Planning Knowledge Circle – an educational roundtable where finance professionals learn about cross-border topics and discuss real-life considerations for international clients.

The FPA – Financial Planning Association® is the leading membership organization and trade association for Certified Financial Planner® professionals and those engaged in the financial planning process in the United States of America.