Expat Financial Planning in 2025
Find out how to navigate the complexities of wealth, taxes, banking and estate planning when you move to a new country.
US Opportunities
Despite its flaws, America offers mobility and opportunity—something many around the world still dream of and deeply admire.
Reimagining Life Outside the US
Traditionally domestic-oriented US investors are starting to rethink their options about where to base their business and family affairs
Cross-Border Planning Complexities
Cross-border financial planning is rife with complexity and nuance. We help clients secure a better tomorrow by bringing clarity to their international finances.
Keep Track of Investment Accounts
Financial institutions might consider your account abandoned and turn it over to the state. Make sure you interact with your money & valuables.
Reconstructing a Financial Plan
What does dismantling and reassembling a farmhouse have to do with cross-border wealth planning? More than you would ever imagine!
For Americans by Americans
When considering a cross-border financial planner or investment manager to help guide your family as a US tax-connected expat, what should you look for?
March Madness & 529s
March Madness and 529s? Investing in a tax-advantaged 529 early and having the benefit of time in the market vs timing the market allowed a family to create memories.