Announcements:


US Expat Investment Management and Financial Planning Webinar
Tue, Nov 5, 2019 7:00 AM CST

Successful investing for Americans abroad has been complicated in recent years by the tax and regulatory implications of FATCA. This live webinar provides a detailed analysis of the challenges facing American investors and puts forth our approach to efficient, compliant, long-term wealth management and financial planning for American expatriates.

  • Use of retirement accounts both in the U.S. and abroad (IRAs, 401(k)s, foreign pensions, etc.)
  • Investing strategies, asset allocation
  • Tax planning across multiple jurisdictions
  • Impact of FATCA, U.S. citizenship-based taxation and other regulations
  • Cross-border estate planning
  • College savings plans in the U.S.
  • Charitable giving
  • Currency management

U.S. Citizen and Long Term Resident Expatriation: Look Before You Leap (2019)

Thun Financial's newest article by R. Stanton Farmer, CFP®on the strategic financial issues facing U.S. citizens and long-term residents* when they expatriate or abandon their green card.

* Green card holder for 8 years in any 15-year period


Whether advising Americans abroad or expats in the United States, we provide an integrated service that encompasses:

American Expat Investment Guide

Download 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

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