Five Key Cross-Border Wealth Management Questions to Answer Before Moving Abroad

Thun Financial's newest article by Jake Mongler covers some basic financial questions everyone should answer before moving overseas:

  • Will your investment strategy still work? Will your current advisor still be able to help?
  • Will your current estate plan create more problems than it solves?
  • And more…

Expat Roth Conversions Q&A

Thun Financial's article by Jake Mongler discussing Roth conversions as a tax-reduction strategy for U.S. expats:

  • The advantages and drawbacks of Roth conversions
  • For which countries a Roth conversion makes financial sense
  • What’s the right timing for a Roth conversion

Inheriting from the U.S. While Living Abroad: Gift or Gotcha?

Thun Financial's article by Nancy J. Metzger for U.S. citizens receiving an inheritance while living abroad highlights key issues including:

  • Estate tax treaty, domicile and residence implications
  • How factors of local law, asset location, and relation to the deceased affect inheritance tax
  • Strategies to mitigate taxation and avoid surprises

Expatriation: Critical Financial Planning and Tax Considerations for U.S. Citizens and Green Card Holders (2019)

Thun Financial's 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


Sign Up


View Current Opportunities