By becoming a client of LGT Vestra US, you can rest assured in the knowledge that the investment decisions we make take into account the many tax implications and constraints that go part and parcel with your unique circumstances.
Our expertise in this area means that we can help implement strategies that are tax efficient to both US and UK tax systems. To assist our clients with their tax obligations we provide them with separate tax packs for the different tax years the two nations operate.
We understand the similarities and differences between the two tax systems and structure portfolios accordingly.
We understand that different investments hold a different appeal depending on a client’s background, which is why we create investment strategies specifically tailored to their tastes.
We share the same investment philosophy as our parent company, LGT Vestra LLP.
We are hands-on when it comes to managing our portfolios. Our rigorous investment process means we do not invest in anything we do not believe in.
Our team is dedicated to helping clients on both sides of the Atlantic, using a transparent fee structure, and focusing on achieving their individual investment goals.