International investment and tax issues require a high level of technical expertise. You need a knowledgeable, cross-border financial advisor who can strategize creative solutions to help protect and grow your assets.
We take a global and holistic perspective to best address your unique needs. From assessing international tax laws and compliance issues to mitigating financial risk, we provide global families with a customized and targeted solution to growing wealth.
We understand that every international family has a unique set of concerns. We offer a personalized and holistic approach in addressing complex concerns facing global and multi-jurisdictional families. Some of the issues we commonly advise on include:
- Tax efficient investing options for American expats and foreign nationals
- Management of offshore trusts for U.S. and non-U.S. beneficiaries
- Tax and estate planning issues for mixed nationality families
- Pre-immigration financial planning
- Currency risk management
- International estate planning
- Compliance with U.S. tax laws
- Coordination with other professionals (attorneys and accountants) who specialize in the issues specific to international clients
Cross-border financial planning and international investing involves many complicated issues. This is especially true when some or all family members are subject to U.S. tax laws. Finding a specialized cross-border investment advisor that can assist you in navigating through the many rules and regulations is essential in preserving the wealth of your family.
As a trusted fiduciary, we strive to provide the most appropriate advice for our international and American expat clients, always putting their interests first. We explore the options available to you and guide you to make informed decisions.
Whether you are an American expat, green card holder, or non-U.S. person, we invite you to meet with us to discuss your unique needs and international financial situation.
Certified Public Accountant (CPA) is a designation given by the American Institute of Certified Public Accountants to those who meet education and experience requirements and pass an exam.
A Master of Science in Taxation (MST) is a highly specialized form of a graduate accounting degree that strives to build a solid core of knowledge in the complexities of tax law.
The Trust and Estate Practitioner (TEP) designation is given to full members of STEP (Society of Trust & Estate Practitioners) which is an international professional association. Membership is by examination and members have specialist knowledge and experience in relation to inheritance and succession planning.
Juris Doctor is the highest education available in the legal profession in the United States.
CERTIFIED FINANCIAL PLANNER™ (CFP®) refers to the certification owned and awarded by the Certified Financial Planner Board of Standards, Inc. A CFP® professional is trained in the area of financial planning, estate planning, taxes, investments, insurance, and retirement planning. The role of a CFP® professional is to integrate all of these disciplines creating a plan that serves the best interests of you and your family.