Expat Financial Planning
2025 is shaping up to be a pivotal year for
2025 is shaping up to be a pivotal year for
Even financially savvy expats fall into traps when it comes
Standard financial planning assumes one country. But if you live
Most people see cross-border finance as nothing but obstacles: taxes,
Leaving the U.S. doesn’t mean leaving your retirement accounts behind.
Serving clients in 12+ countries with insight on U.S.-linked assets, international wealth strategy, and long-term structure.
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.