🎙️Podcast: AI-Powered Strategies: Safeguarding U.S. Situs Assets and Family Wealth Beyond Tax Traps🎙️

Written By Frédéric Sanz

Welcome to this episode, where Logan, Jennifer, and John discuss the transformative role of AI in estate planning for trustees managing U.S. situs assets. From predictive analytics to automated compliance monitoring, AI is empowering trustees to navigate intricate U.S. tax regulations and proactively prevent costly tax missteps for Non-Resident Alien clients. Join us as we explore how AI-driven platforms are paving the way for a secure, tax-efficient future for family offices worldwide.

FIDUC-IA CORP: Mastering AI, Empowering Wealth

Frédéric Sanz

With over 20 years of elite financial expertise in Switzerland, I specialize in managing UHNWIs assets, leading high-performing teams, and driving innovation in wealth management. As a TEP, MSc., MAS, and Executive MBA with AI diplomas from MIT and Kellogg, I combine deep technical knowledge with strategic leadership for business growth.

A blockchain specialist, I deliver exceptional revenue growth while elevating client satisfaction. Fluent in Spanish, French, Italian, and English, I offer a global perspective, blending advanced AI-driven strategies with traditional wealth management.

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