Specialising in cross-border financial planning and tax-efficient strategies for globally mobile clients, Elliot is a respected Private Wealth Adviser based between Switzerland and Portugal. He works with expatriates, internationally based families, and professionals navigating wealth across multiple jurisdictions, providing guidance that simplifies complex financial landscapes.
Specialising in cross-border financial planning and tax-efficient strategies for globally mobile clients, Elliot is a respected Private Wealth Adviser based between Switzerland and Portugal. He works with expatriates, internationally based families, and professionals navigating wealth across multiple jurisdictions, providing guidance that simplifies complex financial landscapes.
With extensive experience in retirement planning, investment structuring, and tax mitigation, Elliot helps clients tackle the challenges of managing assets overseas. Whether supporting clients relocating for work, planning for retirement abroad, or overseeing multi-country portfolios, he delivers tailored solutions that balance compliance, efficiency, and long-term financial security.
Elliot is known for his practical, client-focused approach, translating regulatory and financial complexities into clear, actionable strategies. By combining technical expertise with a deep understanding of each client’s personal circumstances, he builds plans that offer confidence today while remaining flexible for the future.
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