Yes. We specialize in supporting non-U.S. residents and foreign nationals who hold U.S.-linked assets or work for U.S.-based companies. Our network of licensed advisors ensures that your wealth strategy remains compliant across borders
That’s fine. Our services are complementary. We focus specifically on the U.S. asset, tax exposure, and estate considerations that many domestic advisors aren’t equipped to handle.
No. We do not offer legal or tax advice. We collaborate with your existing legal/tax professionals and refer to licensed experts as needed. Our role is to help you structure wealth strategy that’s informed, compliant, and aligned with your goals.
Not at all. While we do serve executives and entrepreneurs, we also help middle-income professionals who want to protect and grow U.S.-linked assets, such as 401(k)s or inherited property.
Simply fill out our short questionnaire or schedule a free strategy call. We’ll review your goals and connect you with a licensed U.S. advisor who understands international structures.
What happens to my 401(k) if I move abroad or never return to the U.S.?
Yes. If you own U.S. assets—such as property, shares, or retirement accounts—we help structure those assets to minimize exposure to U.S. estate tax, which can be as high as 40% for non-residents.
Yes. We provide guidance on structuring cross-border real estate holdings and coordinate trust planning for families with dual citizenship, mixed residency, or international beneficiaries.
