What We Do

Cross-Border Wealth Strategy for Globally Mobile Clients, U.S.-Connected Families, and Foreign Investors

Who We Work With

Cross-Border Clients Navigating U.S.-Linked Wealth

From globally mobile professionals to foreign nationals with U.S. assets, we support individuals and families making high-stakes decisions across borders

30+

Years of Experience

Non-U.S. professionals with U.S. 401(k)s or RSUs

Plan rollovers and optimize equity compensation with multi-jurisdictional strategy.

Foreign nationals investing in U.S. property or funds

Structure portfolios to reduce tax risk and improve long-term visibility.

LATAM professionals working for U.S. multinationals

Manage RSUs, pensions, and income flows in alignment with cross-border tax exposure.

Dual citizens exposed to U.S. estate tax

Mitigate risk and preserve wealth across generations.

Entrepreneurs and families with globally distributed wealth

Coordinate ownership, currency, and cross-border account strategies.

Non-U.S. spouses and widows inheriting or managing U.S.-linked assets

Navigate FATCA, inheritance, and trust planning in U.S.-connected family structures.

U.S. Wealth Planning for Non-U.S. Residents

Simplify U.S. account setup, estate exposure, and investment access with jurisdiction-aware strategies tailored to non-residents.

Cross-Border Retirement Strategies

Coordinate IRAs, 401(k)s, and pension accounts across borders with a focus on tax alignment, withdrawal logistics, and regulatory clarity.

U.S. Real Estate & Asset Structuring

Structure U.S.-linked property and investments with visibility on taxation, estate thresholds, and non-resident compliance requirements.

Offshore + U.S. Trust Coordination

Align legacy plans across global jurisdictions built for cross-border families, dual citizens, and evolving residency footprints.

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.

12+ Countries Served - Clients from Latin America, Europe, Asia, and the Middle East.

Global Clients: Specializing in internationally mobile professionals with complex needs.

Strategy-First, Product-Neutral Approach. - Independent. Transparent. Built for clarity.

Client Confidence

4.7

Trusted across 12+ countries by expats, investors, and globally mobile professionals.

Backed by 30+ years of international financial experience.

OUR CLIENTS

High-Stakes Decisions. Trusted Financial Strategy.

From business leaders navigating global markets to professionals holding U.S.-linked accounts abroad, clients rely on David Clark for one thing: strategy. The right structure. The right timing. Backed by experience not sales incentives.