Thomas Fritz

Mr. Fritz previously worked as a Senior Advisor at a multi-family office advising European ultra-high-net-worth individuals and families. Before that, he served as an Executive Director and Investment Advisor at a prominent Zurich-based SEC-registered investment management firm, where he advised U.S. clients on international, tax-transparent, cross-border investment management strategies and coordinated wealth planning matters. Prior to that, he held Senior Relationship Manager positions at Vontobel Swiss Wealth Advisors and UBS Swiss Financial Advisors in Zurich, where he advised U.S.-domiciled high-net-worth and ultra-high-net-worth clients on internationally diversified investment strategies and cross-border wealth management. Mr. Fritz is a full member of the Society of Trust and Estate Practitioners (STEP) and holds the Trust and Estate Practitioner (TEP) designation. In addition, he is a Chartered Alternative Investment Analyst (CAIA) charterholder and holds a Master’s degree in Business Administration. Mr. Fritz enjoys practicing martial arts, spending time with his family, and traveling. He is a Swiss citizen.