Expatriate wealth management

As a U.S. citizens who lives abroad, you can enjoy the richness of another culture and may be in a family that is multi-cultural itself. While there are great benefits to living in more than one culture, your financial challenges and finding appropriate solutions that result in a financial plan in which you are confident may be challenging.

Restrictive and ever-changing U.S. tax law makes tax planning a byzantine effort. Estate planning is often difficult because there are multiple jurisdictions to consider and laws that conflict with one another. The issue of U. S. state domicile may not be clear, which influences custody of children as well as probate and state tax issues. Insurance issues also create challenges. Protection from liability is sometimes not clear. If you are self-employed, retirement planning also can be difficult. Because of U.S. regulations (including FATCA), and foreign government reactions to U.S. regulations, you may be caught in the crossfire and unable to find financial services in your host country and in the U.S. You also may have found it difficult to find professionals who understand the implications of living abroad, specific to your host country. Often times, financial advisors, attorneys, and tax preparers have a limited view and are not connected in a way that gives you integrated solutions.

As an expat, you may feel a lack of control over your financial destiny. Just as children of expatriates are often called "third culture kids" because they are growing up between two cultures, your wealth may be suspended between cultures as well. We are positioned to act as your personal chief financial officer because of our years living abroad and our experience helping expatriates focus on the rich lives they have chosen. We help may be able to help you gain control of your money through a deliberate process in collaboration with you toward your chosen financial goals.