A steady, experienced hand behind your cross-border relationships.

High-touch operational stewardship and client onboarding for independent financial advisors serving global families.

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Advising clients with multi-jurisdictional lives and assets requires both rigorous attention to detail and proactive follow-through. Drawing from years in Swiss private banking, I partner closely with independent wealth managers to direct international onboarding, navigate compliance requirements, and streamline day-to-day operations.

Every relationship is handled with composure, clear communication, and respectful resolve, giving you the freedom to advise, while your clients experience seamless private-wealth care.

APPROACH

Measured diligence. Complete peace of mind.

In wealth management, the smallest procedural details often carry the highest stakes. When accounts involve foreign trusts, dual citizenship, or cross-border assets, standard administrative workflows require active oversight, not passive checklists.

I integrate seamlessly into your firm’s rhythm as a dedicated operational partner. I liaise directly and effectively with custodians, clarify documentation requirements before issues arise, and guide complex procedures forward.

No confusion, no unnecessary delays. Just reliable, well-managed execution you and your clients can count on.

SERVICES

Areas of operational focus.

  • Guiding cross-border clients with clarity and care.

    • Preparing and organizing account documentation, KYC, and source-of-wealth files with thorough accuracy so custodians have exactly what they need on the first pass.

    • Proactively communicating with custodian onboarding desks to resolve questions and avoid friction.

    • A clear, reassuring intake experience that honors the client’s time and privacy while keeping your firm in full compliance.

  • Reliable follow-through across borders and currencies.

    • Attentive management of multi-currency wire transfers, foreign exchange flows, and custodian correspondence.

    • Strategic cross-border coordination that bridges global time zones, ensuring your time-sensitive instructions advance without delay.

    • Clear, professional liaison work with custodians, trust officers, and foreign banking counterparties.

  • An experienced extension of your independent firm.

    • Serving as a calm, responsive point of contact for all daily administrative and service requests.

    • Delivering comprehensive account maintenance, proactive updates, and meticulous record-keeping.

    • Providing attuned communication to meet clients where they are, ensuring they feel fully supported through every step.

THE ADVISOR EXPERIENCE

What You Can Expect.

Hand off the administrative weight and foreign documentation so you can focus entirely on strategic advice and client relationships.

A Focused Workday

Your clients experience the highest global standard of responsiveness and discretion, deepening their trust in your practice

Elevated Client Confidence

Tasks and onboarding files are actively driven forward to completion, keeping you informed at key milestones without you having to chase updates.

Proactive Follow-Through

BACKGROUND

About / Professional Background


Raised and educated in Switzerland, my professional foundation was built in Zurich within the private wealth divisions of Bank Julius Baer and UBS AG. There, I had the privilege of supporting senior relationship managers and serving global families with intricate, international lives.

That experience reinforced a core principle: exceptional client service begins with listening carefully to every detail, paired with the practical expertise to smoothly navigate complex institutional requirements.

Today, I bring that standard of care to independent financial advisors. Acting as a trusted operational ally, I am dependable, discreet, and wholly committed to protecting your firm’s time and reputation.

On a personal note, I live in Ohio with my two children and my husband. Having lived overseas, including in Japan, I understand the practical realities of a cross-border life firsthand. We continue to travel frequently as a family, balancing an active, international lifestyle with a deep, everyday connection to nature.


Credentials & Background:

  • Associate Manager & Client Executive, Bank Julius Baer & Co. Ltd. (Zurich)

  • Wealth Management International APAC & Philanthropy Services, UBS AG (Zurich)

  • Certified Anti-Money Laundering Specialist, ACAMS (Held 2017–2021)

  • UBS Wealth Management Certificate

  • European Foundation Certificate in Banking

  • Swiss Federal Baccalaureate Diploma

  • Multilingual: English, German, French, Romansh

Rooted in Swiss private banking traditions.

INQUIRIES

Let’s Connect.

To discuss your practice's cross-border operations or explore support for an upcoming onboarding, please submit an inquiry below.