As expats living in the United States, we understand the importance of bespoke cross border advice to your family:
When you move to a new country
Whilst you build your new life
When you move back home
Independent wealth planning for expatriates.
Home is where the wifi connects automatically.”
Work with an Advisor who understands you and appreciates your journey to get here.
As an expatriate residing in the United States or an American living overseas, you face a complex landscape of tax and investment risks in both the U.S. and your domicile country. These, along with considerations for your global assets and long-term goals, necessitate meticulous planning before and after your move.
Our team and network of experts, exist to support you by taking away the stresses associated with your finances, enabling you to focus on the most important aspects of your family life.
We’re your trusted financial coach and your personal financial advocate, available to talk with you whenever you need us.
Respecting your goals and maximising value.
Financial goals are aligned with your life aspirations, here in the US, or globally. We spend time with you and your family to understand your personal circumstances and your position within your personal Lifecycle. Whilst we're all different, our clients typically fall into 3 broad stages of lifetime financial planning that allow us to configure your personal investment and protection strategy.
