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Jean-Marie coordinates tax returns and compliance issues for our private and fiduciary clients. That means managing all aspects of tax documentation and navigating clients through the complex web of compliance required by local partners.
Jean-Marie can actively manage and coordinate U.S. and multi-jurisdictional tax preparation, either with our own team of associated professionals or with a client’s current partners.Jean-Marie has been based in Zurich since 2006, forming his own US and international tax compliance consulting firm before helping to establish Helm Advisors. Originally from the French part of Switzerland, he also served as director of a Zurich-based US tax accounting firm and has expertise in trust and cross-border tax services. Jean-Marie, who holds a master’s in Political Science, previously worked for the Claims Resolution Tribunal in the restitution of Holocaust-era assets.
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Matthew’s focus is on providing tax, strategy, and structuring advice to international families who have US citizens or US tax resident connections. Matthew also advises clients who are planning on moving to the US, planning on leaving the US, or who have US investments (eg US real estate, US private equity).
Matthew has lived in France and Switzerland for over twenty years, consequently, he has accumulated extensive knowledge of European tax and immigration issues.
This knowledge allows him to provide a holistic/ pan-European strategy to his clients.
He also regularly advises on how families can use funds, trusts, foundations, and insurance structures to optimize their tax situations.
Clients consider Matthew to be extremely practical, commercial and yet strategic. Matthew is able to simplify complex tax, succession, and structuring issues into manageable and understandable solutions for clients which means that clients understand a strategy which is advocated and ultimately implemented.
Matthew is originally from the US, and attended Baylor University, Vanderbilt University and New York University for his undergraduate and legal education.
Along with other colleagues at Helm, he has founded a firm that assembles similarly minded and highly skilled advisers focused on US tax and compliance, UK tax and compliance, trusts, life and captive insurance planning, CRS/FATCA compliance, and art as an asset.
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Jean-Marie coordinates tax returns and compliance issues for our private and fiduciary clients. That means managing all aspects of tax documentation and navigating clients through the complex web of compliance required by local partners.
Jean-Marie can actively manage and coordinate U.S. and multi-jurisdictional tax preparation, either with our own team of associated professionals or with a client’s current partners.Jean-Marie has been based in Zurich since 2006, forming his own US and international tax compliance consulting firm before helping to establish Helm Advisors. Originally from the French part of Switzerland, he also served as director of a Zurich-based US tax accounting firm and has expertise in trust and cross-border tax services. Jean-Marie, who holds a master’s in Political Science, previously worked for the Claims Resolution Tribunal in the restitution of Holocaust-era assets.
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Matthew’s focus is on providing tax, strategy, and structuring advice to international families who have US citizens or US tax resident connections. Matthew also advises clients who are planning on moving to the US, planning on leaving the US, or who have US investments (eg US real estate, US private equity).
Matthew has lived in France and Switzerland for over twenty years, consequently, he has accumulated extensive knowledge of European tax and immigration issues.
This knowledge allows him to provide a holistic/ pan-European strategy to his clients.
He also regularly advises on how families can use funds, trusts, foundations, and insurance structures to optimize their tax situations.
Clients consider Matthew to be extremely practical, commercial and yet strategic. Matthew is able to simplify complex tax, succession, and structuring issues into manageable and understandable solutions for clients which means that clients understand a strategy which is advocated and ultimately implemented.
Matthew is originally from the US, and attended Baylor University, Vanderbilt University and New York University for his undergraduate and legal education.
Along with other colleagues at Helm, he has founded a firm that assembles similarly minded and highly skilled advisers focused on US tax and compliance, UK tax and compliance, trusts, life and captive insurance planning, CRS/FATCA compliance, and art as an asset.
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