Cross-Border Advisory for U.S. Tax, FATCA, CRS, and QI Compliance

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

Clients engage me for my deep technical expertise in international tax reporting, banking compliance programs, and complex trust structures. I advise private banks and trust companies on FATCA and CRS classifications, U.S. tax reporting, compliance program initiatives, and tax risk management across multiple jurisdictions.

Fideli is a Zurich-based U.S. tax compliance firm providing advisory services in FATCA, CRS, QI, and U.S. international tax reporting.

I am the founder of Fideli, a Zurich-based U.S. tax and regulatory compliance firm focused on FATCA, CRS, and Qualified Intermediary (QI) reporting, cross-border tax compliance, and international trust and fiduciary structures.

I founded Fideli to assist Swiss trustees and private banks in navigating the complexities of the U.S. tax system, while providing personalized, Zurich-based advisory services without the delays typically associated with large firms. Fideli’s focus is to serve as a trusted, year-round partner, supporting clients with ongoing day-to-day tasks and questions. We work with clients on a continuous basis, rather than limiting our involvement to annual filing cycles.

Through Fideli, I advise trustees and private banks on U.S. reporting obligations and regulatory compliance, including complex areas such as Section 871(m), PFIC reporting, and U.S. withholding tax regimes applicable to cross-border investments. If we determine that we cannot assist with a particular case, we work closely with a network of specialized professionals and will make an appropriate referral as needed.

Fideli serves an international client base in The Bahamas, Sweden, Denmark, the United States, and Uruguay, providing practical and pragmatic solutions tailored to businesses seeking multi-jurisdictional regulatory and tax advice with a focus on U.S. obligations.

Expert Services Offered:

• Foreign Trust and Tax Compliance
  
• FATCA and CRS Advisory
  
• QI Compliance Advisory
  
• Cross-Border International Tax Compliance
  
• Client Focus
  
• Trust Companies
  
• Private banks

Client Focus:

• Trust Companies
  
• Private banks