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How to Use International Accounts to Invest in the US


For Latinamerican investors looking to put their money into US assets, there are a few things to consider. Namely, what type of account will you use? In this blog post, we'll dive into the different types of investment accounts available to Latinamerican investors and how each can be used to invest in the US.


There are three main types of investment accounts available to Latinamerican investors: personal accounts, company accounts, and trust accounts.


- Personal Accounts:

These are individual accounts that are opened and maintained in the name of the Investor. All transactions must go through the investor and a third party is not involved. These accounts offer the most control to the investor but also come with more risk.


- Company Accounts:

These accounts are opened and maintained in the name of a company or corporation. A third party is involved in all transactions and there is less control for the investor. However, these types of accounts offer more protection from liability.


- Trust Accounts:

These accounts are opened and maintained by a trustee on behalf of the investor. The trustee has control over all aspects of the account and makes all decisions regarding investments and withdrawals. Trust accounts offer the least amount of control to the investor but offer the most protection from liability.


Conclusion:

When choosing an investment account as a Latinamerican investor, it's important to consider your goals and objectives.

Do you want more control over your investments? Then a personal account might be right for you. Are you looking for more protection from liability? Then a company or trust account might be a better fit.

Speak with your wealth manager today to learn more about which type of account would be best for you. Or ask our team any questions you may have.




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Disclosure:  Lyon Bern, LLC is a Registered Investment Adviser and is in the business of consulting and advising its clients in wealth and asset management. Each client's diversification between Lyon Bern's portfolios will be made individually and based on the client's Investment Policy Statement. Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product referred to directly or indirectly in this document will be profitable, equal any corresponding indicated historical performance level(s), or be suitable for your portfolio. Due to various factors, including changing market conditions, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this document serves as the receipt of, or as a substitute for, personalized investment advice from Lyon Bern, LLC. To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional investment advisor. A copy of our current written investment advisory agreement discussing our advisory services and fees is available for review upon request.

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