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U.S. Asset Support

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Helping non-U.S. clients manage U.S. assets with clarity, structure & peace of mind

We support non-U.S. investors, global professionals, and international families managing U.S.-linked wealth

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U.S. Retirement Account Rollovers

Coordinate 401(k), IRA, and pension account transitions for global professionals without U.S. residency.

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U.S. Real Estate Ownership Strategy

Clarify title structure and asset positioning for non-residents investing in U.S. property.

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Cross-Border Wealth Access

Set up clean, compliant channels for managing U.S.-based investment, trust, or bank accounts.

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Multi-Jurisdiction Coordination

ridge your home country’s planning needs with U.S. account logistics for smoother global asset control.

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Support for Dual Citizens & Global Families

Help cross-border families align U.S. asset structures with evolving residency and citizenship footprints.

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Planning Support for Surviving Spouses & Widows

Provide clear, sensitive guidance to spouses inheriting or managing U.S.-linked wealth after loss—without legal overwhelm.

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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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Copyright © 2025 David Clark - Expat Wealth Management Services, All rights reserved. Powered by Wealth Marketing Agency

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.