Milan is a US attorney and former IRS senior trial attorney. He advises clients in the US related cross-border tax, trust, estate and succession planning matters and controversies. Milan is a founding partner and co-head of the US group at Anaford AG, an international boutique law firm headquartered in Zurich.
Tobias is a Swiss attorney specializing in international estate & succession planning and inheritance disputes. Tobias is a partner at CMS Switzerland. He heads the private client practice of the law firm and the inheritance chapter of the Zurich Bar Association.
Francheska is a manager in the Global Tax Services group at KLR in Providence, RI. Previously, she was with Deloitte Tax LLP working in various offices around the world. Francheska has a Master’s in accounting, is fluent in Spanish and advanced in French and works with numerous U.S. expats many who are living in Switzerland.
Jonathan is a Board Member of ACA; Certified Financial Planner in the US and Switzerland and owner of White Lighthouse Investment Management in Lausanne and Lexington, MA. Jonathan has written extensively on personal finance for the Wall Street Journal.