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Smarter U.S. Asset Planning Starts Here

For Foreign Nationals, International Families & 55+ Legacy Builders

U.S. Retirement Accounts After Relocation

How Non-U.S. Residents Can Take Control of U.S. Retirement Accounts

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Over 50, Global, and Still Building?

A Smarter U.S. Asset Strategy for the New Generation of Legacy Creators

Free Download
Married to an American? Your Guide to U.S. Wealth Exposure

Strategic Planning for Non-U.S. Spouses With U.S. Ties

Free Download
Owning U.S. Property from Abroad

What Foreign Nationals Need to Know Before (or After) They Buy

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The Dual Citizen Playbook

Modern Wealth Planning for People Who Check Two Boxes

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Trust Structures for Cross-Border Families

Aligning Legacy Plans Across U.S. and Non-U.S. Jurisdictions

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

David Clark doesn’t follow fads, he delivers structure. With more than three decades of experience, he’s helped clients in 12+ countries align U.S.-linked accounts, plan across borders, and manage wealth confidently across generations.
$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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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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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.