Whether advising Americans abroad or expats in the United States, we provide an integrated service that encompasses:
American Expat Investment Guide
This report identifies key issues that confront almost all expatriate Americans when it comes to investing and managing their finances.
Topics addressed include:
- Where to maintain banking and investment accounts
- Currency exposure and global investing
- Implications of FATCA (Foreign Account Tax Compliance Act)
- Portfolio construction
- Retirement planning
- Cross-border families
- Finding the right investment advice