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Let’s Talk U.S.-Linked Wealth Strategy

Whether you're managing U.S. accounts, planning a rollover, or navigating legacy exposure—David’s team offers structure, clarity, and support for globally mobile families and professionals.

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Need Support with U.S.-Linked Assets? Reach Out for Trusted Guidance.

We do not provide legal or tax advice. Our focus is strategic guidance, account coordination, and planning support for foreign investors and internationally mobile families.

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

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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.