EXPAT WEALTH Management | UK Based | Internationally Recognized

Trusted Cross-Border Guidance for Individuals with U.S. Assets

Led by David Clark, a UK-based wealth manager with 30+ years of international experience. We help globally mobile individuals and foreign nationals make confident decisions around U.S.-connected wealth without offering tax or legal advice.

REAL STRATEGY. MEASURABLE RESULTS.

Financial Clarity for Cross-Border Lives and Globally Held Wealth

Led by David Clark, a UK-based wealth advisor with over 30 years of international experience, Expat Wealth Management Services supports globally mobile professionals and foreign nationals with U.S.-linked financial exposure.

From foreign account rules and estate tax thresholds to multi-currency planning and advisory restrictions, cross-border complexity is the norm, not the exception.

David delivers strategy-first guidance to help clients simplify structures and make smarter decisions across jurisdictions.

No generic plans. No guesswork

30+

Years of Experience

Customized Strategies for Growth

Tailored plans based on your residency, citizenship, and family structure. Built by David Clark, an internationally recognized wealth manager with deep cross-border expertise.

Complete U.S. + International Coordination

We partner with licensed professionals to integrate estate planning, U.S. tax considerations, and global asset strategy seamlessly and strategically.

Flat-Fee Transparency. Zero Guesswork.

No product pushing. No hidden fees. Just clear guidance from an experienced, advisor-aligned service built for cross-border lives.

U.S. Wealth Planning for Non-U.S. Residents

Simplify U.S. account setup, estate exposure, and investment access with jurisdiction-aware strategies tailored to non-residents.

Cross-Border Retirement Strategies

Coordinate IRAs, 401(k)s, and pension accounts across borders with a focus on tax alignment, withdrawal logistics, and regulatory clarity.

U.S. Real Estate & Asset Structuring

Structure U.S.-linked property and investments with visibility on taxation, estate thresholds, and non-resident compliance requirements.

Offshore + U.S. Trust Coordination

Align legacy plans across global jurisdictions built for cross-border families, dual citizens, and evolving residency footprints.

Trusted by Global Clients to Secure and Structure U.S. Wealth.

David Clark doesn’t follow fads, he delivers structure. With more than three decades of experience, he’s helped clients in 12+ countries align U.S.-linked accounts, plan across borders, and manage wealth confidently across generations.

$47M+ Across investment, real estate, and retirement portfolios.

12+ Countries Served - Clients from Latin America, Europe, Asia, and the Middle East.

Global Clients: Specializing in internationally mobile professionals with complex needs.

Strategy-First, Product-Neutral Approach. - Independent. Transparent. Built for clarity.

Client Confidence

4.7

Trusted across 12+ countries by expats, investors, and globally mobile professionals.

Backed by 30+ years of international financial experience.

OUR CLIENTS

High-Stakes Decisions. Trusted Financial Strategy.

From business leaders navigating global markets to professionals holding U.S.-linked accounts abroad, clients rely on David Clark for one thing: strategy. The right structure. The right timing. Backed by experience not sales incentives.

Strategic Solutions for Cross-Border Wealth

Advanced Wealth Strategy for Expats and Foreign Investors

U.S. Asset Structuring for Foreign Investors

Strategic frameworks to align with U.S. account rules and preserve estate value especially for non-resident investors.

Cross-Border Retirement & Exit Planning

Coordinate pensions, 401(k)s, and global cash flow strategies with long-term clarity and location-specific awareness.

International Trust & Legacy Coordination

Secure generational wealth through compliant structures across jurisdictions, built for cross-border families.

Global Tax-Aware Investment Strategy

Coordinate U.S. and international portfolios to reduce PFIC exposure, tax inefficiencies, and cross-border compliance risk.

Expat Divorce & Wealth Restructuring

Strategic wealth restructuring during separation built to preserve financial stability across borders.

Dual Citizenship & Compliance Advisory

Navigate FATCA, CRS, and multi-jurisdictional filings with structured oversight for dual citizens and globally mobile families.

Ready to Make Smarter Moves With Your U.S.-Linked Wealth?

Book a confidential strategy call with David Clark, internationally licensed wealth manager with 30+ years of experience. Gain the clarity and structure your cross-border assets deserve.