FATCA & QI Compliance Advisor & U.S. Cross-Border Tax Specialist for Private Banks & Trust Companies

I am a cross-border tax and regulatory compliance advisor specializing in FATCA, the Common Reporting Standard (CRS), the Qualified Intermediary (QI) Agreement, and U.S. tax compliance for private banks and trust companies.

My clients engage me for deep technical expertise in international tax reporting, banking compliance programs, and complex trust structures. I advise on FATCA and CRS classifications, U.S. tax reporting obligations, compliance program development, and tax risk management across multiple jurisdictions, including complex areas such as Section 871(m), PFIC reporting, and U.S. withholding tax regimes applicable to cross-border investments.

About Fideli

I founded Fideli to give Swiss trustees and private banks a better option: rigorous U.S. tax and regulatory compliance advisory delivered from Zurich, without the delays and impersonal service structures that characterize large firms.

Fideli operates as a year-round partner, not a seasonal filing resource. We work with clients on a continuous basis, supporting day-to-day questions, ongoing compliance tasks, and evolving regulatory obligations as they arise. When a matter falls outside our scope, we draw on a network of specialized professionals and make the appropriate referral.

Our international client base spans The Bahamas, Sweden, Denmark, the United States, and Uruguay, with a consistent focus on practical, multi-jurisdictional U.S. compliance advisory tailored to the realities of cross-border financial institutions.

Services FATCA & CRS Advisory · QI Compliance · Foreign Trust & Tax Compliance · Cross-Border International Tax Compliance

Client Focus Private Banks · Trust Companies