Cross-border financial planning, investments, and risk management are complex. It involves conflicting rules and regulations, related to various countries. Clients face additional intricacy when some of the family members are subject to US tax laws and regulations.
​
Our cross-border expertise is second to none: our founder was an expat and spent over 12 years abroad. Thus, we know first-hand of all the challenges clients face, whether US expats, foreign nationals based in the US, or non-US residents.
​
We have deep knowledge of both U.S. and international regulations, double tax treaties, FATCA requirements and IRS compliant reporting, etc. We help our clients navigate the complexities of cross-border investments, considering potentially conflicting regulations and restrictions.
​
As trusted fiduciaries, we always provide the most appropriate advice, and put the interests of our clients first.
Expats
-
Investment management with IRS compliant reporting
-
US custody eliminates the need for FATCA reporting
-
Currency risk management and foreign exchange
-
Retirement planning
-
Life, health, disability and long term care strategies
-
Risk management and asset protection
-
Estate planning, gifting, trusts across multiple jurisdictions
-
Liquidity management
-
Multi-currency accounts (most major currencies)*
Foreign Nationals
-
Tax efficient investment options
-
Currency risk management and foreign exchange
-
Life, health, disability, and long term care strategies
-
Multi-jurisdictional estate planning
-
Financial plan that incorporate your home and host countries
-
Liquidity management
-
Multi-currency accounts (most major currencies)*
*Subject to client jurisdiction, choice of custodian and all approvals