Call Us: 1.866.273.2848 Client Login Home|Services|International Services Wealth Management for International Clients Helping you navigate the financial nuances of global life and work. Tax, Wealth, and Investment Planning for Americans Abroad and Cross-Border Families. Our team provides U.S.-based investment and financial planning services to American expatriates and non-U.S. citizens living in more than 60 countries. Our experienced professionals are well-versed in the cross-border tax and compliance challenges faced by international clients. We produce proprietary expatriate financial research articles that address key topics related to investment management and financial planning for Americans living abroad, as well as expatriate financial research articles focused on foreigners living in the United States. Integrated Wealth Advisory Services to Meet Your Needs Our International division leverages the broad and diverse resources of Creative Planning to deliver globally viable and compliant solutions for coordinated wealth accumulation and preservation. We implement custom solutions specifically designed to help you achieve your personal financial goals while navigating the complexities of cross-border investing. U.S. and International Tax Considerations – We help clients navigate the complex interaction of multiple tax systems, which is especially relevant for U.S. citizens residing in other countries. We also advise on strategies to eliminate the double taxation that can occur when income is sourced in one country but taxable in another country. Global Portfolio Management – Our in-house professionals help navigate the tax laws of each country to optimize your after-tax investment returns. Our lineup of recommended investment products captures global market returns both across and within asset classes. Currency and Investment Strategies – Our portfolios seek to align clients’ assets with their liabilities through globally diversified, multi-currency investments. Estate Planning – We work with clients to minimize transfer taxes and ensure the smooth transfer of wealth from owner to heir(s). Retirement Planning – Guided by our team of in-house legal and financial planning professionals, we create and maintain custom retirement plans to support your lifestyle in retirement. We understand taxation of U.S. retirement accounts in many countries, as well as the reciprocal tax treatment by the United States of non-U.S. pension plans. We also understand how to navigate double tax treaties, U.S. foreign trust rules and the rules applied by other countries on the taxation of foreign pensions. Charitable Giving – We help navigate the complex issues associated with cross-border charitable giving. We work to maximize the impact of charitable contributions by conducting a comprehensive analysis of your financial situation and any applicable income and estate tax laws. Contact us to learn more about how we can help you navigate the complexities of cross-border wealth management. Our Service Offerings We are nationally recognized for our commitment to excellence in wealth management. We deliver a team of credentialed, educated, experienced and action-oriented advisors, including CERTIFIED FINANCIAL PLANNER™ practitioners (CFP®), certified public accountants, insurance specialists, attorneys and other professionals dedicated to helping you achieve your goals. Our job is to help you select the investments that have the highest probability of getting you the outcomes you want – not to sell investment products. COMPREHENSIVE WEALTH MANAGEMENT Your investments, taxes and estate—optimized to work together. LEARN MORE INVESTMENT MANAGEMENT No standard portfolios. No set-it-and-forget-it plans. LEARN MORE TAX PREP & PLANNING Smart strategies to help you keep more of what’s yours. LEARN MORE TRUSTS & ESTATE PLANNING Guiding the preservation and transfer of wealth to your loved ones. LEARN MORE FINANCIAL PLANNING Personalized recommendations to help you reach your goals. LEARN MORE RETIREMENT PLANNING A clear roadmap to support your income and desired lifestyle in retirement. LEARN MORE INSURANCE Protect your wealth, health, property, and livelihood. LEARN MORE INTERNATIONAL Helping Americans abroad navigate the financial nuances of global life and work. LEARN MORE FOR INSTITUTIONS Operations, governance, and portfolio management for endowments, foundations, charities, and other nonprofit organizations. LEARN MORE FOR BUSINESSES Managing your company’s retirement plan; conducting valuations to know its worth. LEARN MORE Book Your Free Meeting We serve clients nationwide and abroad. Set up your free, no obligation consultation today. Why not give your wealth a second look? 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