Nicolas Caron, Managing Director, Senior Advisor, Head Business Development, Vontobel SFA www.vontobelsfa.com
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.
NICOLAS CARON joined Vontobel Swiss Wealth Advisors in August 2021 as Managing Director, serving as Head Business Development. Since the merger creating 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.
He had previously been a Senior Vice President at Pictet North America Advisors since 2011 (also an SEC RIA) and a Vice President at Pictet & Co in Geneva since 2006 (global clients). Prior to becoming a private banker, he was the CFO of TG SA, a Paris-based family business and office, which assets he was tasked with selling in order to reorganize the family wealth into liquid financial investments.
Previous career stints include financial consulting in media and entertainment in Los Angeles after running strategic planning for Time Inc. Ventures, a division of Time Warner, and a just-in-time escape from European institutional equity sales at Baring Securities in London, before Baring Brothers was bankrupted by Nick Leeson, the “rogue” trader.
Nicolas has an MBA from the Wharton Business School, an MA in International Studies from the Lauder Institute at University of Pennsylvania, and a BA in English and Economics from Georgetown University.
STEP Office Zug