Thun Financial

An investment management and financial planning firm serving cross-border investors and Americans abroad.

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About Thun Financial & Creative Planning

Thun Financial Advisors is a Creative Planning team of cross-border specialist wealth managers and financial planners that work with American citizens abroad and international families in more than 65 countries. Creative Planning is a nationally recognized independent wealth management firm in America, with over $75.6 billion in assets as of March 31, 2021.

Announcements


The Account Closure Crisis for Americans Abroad
07.08.2021 by David Kuenzi, CFP® and Peter Sengelmann, CFA®

Americans abroad are being informed by U.S. banks and brokerage firms with increasing frequency that their accounts have been restricted or even closed due to their status as non-U.S. residents. This webinar suggest strategies to overcome this limitation and tips on successful expat investing and financial planning.

Topics Covered Include:

  • New brokerage account restrictions for American expats
  • Restrictions on U.S. mutual funds
  • EU restrictions on U.S. mutual funds and ETFs
  • Announcement by Wells Fargo of closure of all non-US resident accounts (our article)
  • Compliance and regulation of cross-border account holders
  • Ways to avoid or limit account closure and restriction issues for U.S. investors abroad
  • Successful expat investing

Wells Fargo Closes Accounts for Americans Abroad –Creative Planning Can Provide an Alternative

Wells Fargo has recently announced that it is closing accounts for all non-U.S. residents, including the accounts of their many American expat clients. Read more here.

Americans in the UK: Investing and Financial Planning Webinar
05.25.2021 by David Kuenzi, CFP® and Peter Sengelmann, CFA®

Our upcoming webinar created specifically for American expats living in the UK. Successful investing for Americans abroad has been complicated in recent years by the introduction of stringent cross-border tax and reporting rules, epitomized by FATCA. This webinar provides detailed analysis of the challenges facing American investors and puts forth an approach to efficient, compliant, long-term wealth management and financial planning for US expats in the UK.

Americans in the UK: Investing and Financial Planning Webinar will cover:

  • Use of retirement accounts in the US and UK (IRAs, 401(k)s, UK pensions, SIPPs, ISAs, etc.)
  • Dealing with US and UK account restrictions for Americans
  • Interaction between the US and the UK tax codes
  • Investing strategies and asset allocation in the cross-border environment
  • Currency management
  • Avoiding US PFIC/UK reporting/non-reporting fund tax trap
  • Impact of UK residency and domicile rules and recent UK policy changes
  • US-UK cross-border estate planning
  • Impact of US-UK income tax and estate tax treaties
  • College savings
  • Charitable giving
  • Q&A

Services

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

Services

Estate Planning

Services

Risk Management

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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