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Trusted Guidance for Foreign Nationals With U.S.-Linked Wealth

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About David Clark

David Clark: A Legacy of Strategic Support for Foreign Investors

Focused on what matters most: clarity, control, and cross-border confidence.
With over 30 years of experience advising globally mobile professionals, David Clark has become a trusted name in cross-border wealth strategy. This page shares his legacy, values, and ongoing commitment to helping foreign nationals make confident decisions with U.S.-linked assets.
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30+

Years of Experience

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

David has worked with clients in over a dozen countries from entrepreneurs in the UAE to dual citizens in Europe to families inheriting U.S. property from abroad. His expertise spans cross-border retirement strategies, real estate structuring, and legacy planning. What sets him apart isn’t just technical knowledge it’s his ability to listen, clarify complex options, and guide clients toward the right move at the right time.
$47M+ Across investment, real estate, and retirement portfolios.
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12+ Countries Served - Clients from Latin America, Europe, Asia, and the Middle East.
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Global Clients: Specializing in internationally mobile professionals with complex needs.
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Strategy-First, Product-Neutral Approach. - Independent. Transparent. Built for clarity.
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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.

Understanding U.S. Estate Exposure for Global Families

Many non-U.S. citizens are unaware of the estate tax implications tied to U.S. accounts or property. Through our educational platform, we help you explore potential strategies with licensed professionals before decisions are made.
EXPLORE YOUR OPTIONS

Stay Informed on U.S. - Linked Wealth Issues That Matter

Serving clients in 12+ countries with insight on U.S.-linked assets, international wealth strategy, and long-term structure.

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  • david@expatwealthmanagementservices.com
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Expat Wealth Management Services provides educational content for international clients with U.S.-connected assets. 

This site does not provide investment, tax, or legal advice.

We may refer users to licensed advisors in relevant jurisdictions. Referrals do not imply endorsement. Always consult a qualified professional before making financial decisions involving cross-border or U.S.-based assets.