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DirectoryFinance & InsuranceFunds & Investment CompaniesLuganoLFA - Lugano Financial Advisors SA
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Verified· 3 sources

LFA - Lugano Financial Advisors SA

Summary

About the company

LFA - Lugano Financial Advisors SA provides wealth management and investment advisory services for clients with U.S. tax obligations. Services include discretionary and non-discretionary portfolio management across multiple asset classes and currencies, currency/forex management, tax and risk mitigation support, and access to Swiss private banking and related administrative services.

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Products & services

Industry:Funds & Investment Companies
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Wealth Management
Discretionary and advisory portfolio management services, global asset allocation, ongoing portfolio monitoring, currency-aware investing, and U.S.-compliant tax reporting.
International Wealth Planning
Trust and succession planning, insurance-based strategies, philanthropic planning, multigenerational planning, family governance, and coordination with the U.S. as well as international professionals.
Alternative Investments
Access to precious metals, commodities, hedge funds, real estate, private equity, and also digital assets and cryptocurrency funds, depending on the investment structure and risk profile.
Self-Directed IRA Advisory
International diversification within suitable self-directed IRAs, integration of Swiss custody, alternative assets, and ongoing portfolio management in line with IRS rules.
Service for U.S. Investors
Wealth management for U.S. investors and U.S. citizens in Switzerland and abroad, with international diversification, reporting, and advisory services within the SEC-, FINMA-, and IRS frameworks.
Reviews

Aggregated rating

Aggregated rating
5
of 5

Aggregated from 1 reviews across all connected sources

Sources
GGoogle51
★TrustpilotSoon
PProvenExpertSoon

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Location

Via F. Pelli 3
6900 Lugano
Opening hours
Mon
08:00 - 18:00
Tue
08:00 - 18:00
Wed
08:00 - 18:00
Thu
08:00 - 18:00
Fri
08:00 - 18:00
Sat
Closed
Sun
Closed

At a glance

Legal form
Corporation
UID
CHE-115.335.504
Founded
2010 · 16 years
Last commercial register change
May 20, 2026
Employees
1 to 10

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