Your Private CFO in the World’s Leading Economy

Tax Efficiency & Privacy

  • Capital gains are exempt from US tax and US withholding for non-US investors — gains compound free of US tax drag. We maintain the account documentation (Form W-8BEN) that ensures this treatment is applied.

  • US-source dividends may be subject to withholding depending on treaty eligibility, a cost we factor into portfolio construction.

  • Because any US tax on dividend income is collected through withholding at the custodian, our international clients typically have no US tax return filing requirement.

  • US estate tax may apply to US-situs assets held by non-US persons above a low exemption threshold. We help clients evaluate this exposure and coordinate planning with their tax and legal advisors, which may include entity structures or insurance-based approaches.

  • Client information is safeguarded in accordance with our privacy policy and applicable law.

US tax outcomes depend on individual circumstances, including country of tax residence and applicable treaty status. TechView Wealth Advisors LLC does not provide tax or legal advice; clients should consult a qualified tax advisor regarding their specific situation.

Global-Minded Investing & Financial Planning

  • US-based founders who bring a global perspective, with fluency in Russian and conversational French and Spanish.

  • Presence in Silicon Valley and Florida

  • Advised by principals holding the CFA® or CFP® designations.

  • Competitive borrowing and margin rates are available through our custodian, Interactive Brokers. Margin involves risk, including the possibility of losses exceeding the amount invested.

  • Financial plans aligned with your long-term objectives

Core Investment Strategy

  • We focus on long-term ownership of market-leading companies with durable competitive advantages, consistent cash flow, and disciplined valuations.

  • We invest in businesses with strong economics and identifiable growth catalysts in pursuit of long-term capital appreciation.

  • We may incorporate hedging strategies to help reduce portfolio volatility, where appropriate. Hedging does not eliminate investment risk.

Earning Your Trust Every Quarter

  • We strive to deliver exceptional service and thoughtful portfolio management, tailored to each client’s liquidity needs, risk tolerance, and time horizon.

  • Advisory fees are charged quarterly in arrears, and clients may terminate the relationship at any time.

  • We believe clients stay because they see value, not because they feel obligated.

LET'S CONNECT

Investing involves risk, including possible loss of principal. Advisory services offered by TechView Wealth Advisors LLC, an investment adviser registered with the State of California. Registration does not imply a certain level of skill or training.