Using Swiss Banks for International Planning
Includes a Live Web Event on 06/17/2026 at 10:00 AM (MDT)
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Brought to you by the International and Cross-Border Planning Knowledge Circle, this presentation will be of the Swiss banks' environment for financial planners with US clients who are interested in opening or who already have Swiss bank accounts.
Competency Level: Intermediate
FPA Competency: Critical Thinking
CFP Board Topic: General Principles of Financial Planning
CFP Board CE Credit Hours:
- Understanding the proper uses of Swiss bank accounts in international estate planning.
- Understanding how to deal with Swiss bank accounts after a client's death.
- Understanding the international tax framework between the USA and Switzerland.
David Wilson
Partner and Attorney at Law
Schellenberg Wittmer Ltd
David Wallace Wilson is a partner in Schellenberg Wittmer's Geneva office, where he heads the Private Wealth group. His main areas of practice include domestic and international estate planning as well as trust and estate litigation. Recognised as a leading private client lawyer, David also acted as expert for the Swiss government and as expert witness in notable UK/offshore disputes.
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