Ep 205: Differentiating From The Crowd By Pursuing A Specialized Clientele Of Cross-Border (Swiss) Expatriates with Marina Hernández

Marina Hernández is the founder of Swiss American Wealth Advisors, an independent RIA that specializes in working with cross-border Swiss-American expatriates. Marina’s model is unique because her niche allows her to work with next-generation clients and face little to no competition, all while commanding sizable financial planning fees from clients.

In this episode, Marina shares how she has made her chosen niche work for her, how cross-border planning can be exceptionally complex (especially when it comes to taxation), and how the U.S. has placed extra layers of tax reporting on expatriates to prevent money laundering and foreign tax cheats. She also shares her very unique journey to launching her own firm, how she manages to keep her workflow efficient despite the challenges her specialization creates, and how some of her biggest obstacles were those that were least expected.

For show notes and more visit: https://www.kitces.com/205