In many cases, providers may limit access when accounts are logged into from overseas. This is why it’s important to speak with a licensed U.S. advisor who can review your specific situation.
It depends. Without planning, distributions can trigger withholding taxes, double taxation, or FATCA complications. A licensed advisor can help structure it smartly.
If not updated, your account could be subject to U.S. estate tax even if you're no longer a resident. This can mean tens of thousands lost. Rollover planning matters.
Yes. Our matched advisors handle rollovers remotely, with compliant paperwork and global communication setups—even if you’re fully abroad.
Absolutely. You’re connected only to U.S.-licensed fiduciary advisors—not sales reps. They understand cross-border strategy and compliance.
Get matched with a licensed U.S. advisor through a simple, guided process. Designed for expats, foreign employees, and global professionals.
Work with licensed U.S. professionals who understand cross-border accounts, tax exposure, and multi-jurisdictional oversight.
Solutions built for expats, dual citizens, and LATAM professionals not just U.S. residents.
No hidden fees, no asset minimums, no pressure. Just real answers and smart guidance.
25+ years of experience connecting international clients with top-tier advisory support.
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.
