HELM US TAX
Dreikoenigstrasse 34, 8002 Zurich
Place du Bourg-de-Four 4, 1204 Geneva
Aswar Building, Suite 203, Sheikh Zayed Road, Dubai, UAE
Jean-Marie Mettraux jmm@helm.ch
Helm US Tax provides robust and strategic solutions for our select group of clients relating to US and multi-jurisdictional tax issues and preparation. We are part of Helm Advisors. Together we can uniquely assist family offices, entrepreneurs, high-net-worth individuals, collectors, artists, trustees, and bankers in navigating some of the key global challenges of our time.
JEAN-MARIE METTRAUX - PARTNER - INTERNATIONAL TAX COORDINATOR
I coordinate tax returns and compliance issues for our private and fiduciary clients. That means managing all aspects of tax documentation and navigating clients through the complex web of compliance required by local partners.
I can actively manage and coordinate U.S. and multi-jurisdictional tax preparation, either with our own team of associated professionals or with a client’s current partners.
I have been based in Zurich since 2006, forming my own US and international tax compliance consulting firm before helping to establish Helm Advisors. Originally from the French part of Switzerland, I also served as director of a Zurich-based US tax accounting firm and have expertise in trust and cross-border tax services. Holding a master’s in Political Science, I previously worked for the Claims Resolution Tribunal in the restitution of Holocaust-era assets.
MATTHEW LEDVINA - PARTNER
My two-decades long career in international firms has seen my role as an advisor to families on cross-border matters such as trusts/foundations, funds and insurance expand to include advice on pensions, banking, and taxation.
Drawing on my multidisciplinary background, I blend a big-picture, business-oriented approach with a wide experience in U.S. tax law.
I have a keen interest in venture capital focused on AI, regtech and fintech in the insurance, pensions and banking spheres.