Global wealth
U.S. Wealth Guidance for a Life Abroad
Whether you’ve relocated for opportunity, lifestyle, or legacy, we can help preserve and grow your wealth at home while managing the complexities that come with international living.
We Help You Navigate:
Tax Efficient Investment Strategy
We help optimize your U.S.-based portfolio for global living—focusing on tax efficiency, diversification, and accessibility from overseas.
Cross-Border Retirement Planning
Plan with confidence across jurisdictions, coordinating U.S. retirement accounts, social security, and pension strategies.
U.S. Regulatory Compliance
From FATCA to FBAR, we help ensure you remain compliant with evolving U.S. reporting requirements as a citizen abroad.
International Estate Planning
We work with your legal team to account for global heirs, residency, and complex estate structures—anchored in your U.S. holdings.
Global Real Estate Strategy
Own property in multiple countries? We’ll help you think through how foreign real estate affects your U.S. strategy and estate plan.
Cross-Border Portfolios Built Around You
We will design a customized, cross-border asset allocation strategy that aligns with your risk tolerance, goals, and lifestyle as a U.S. citizen living abroad. From there, we’ll provide targeted recommendations—drawing from both active managers and passive index solutions—chosen to navigate the complexities of investing across multiple jurisdictions while keeping your U.S. compliance in mind.
Our Investment Beliefs
| Think Long Term |
| Choose Managers Wisely |
| Timing Isn’t a Strategy |
| Active Where it Matters |
| Expand Beyond Public Markets |
Our Investment Beliefs Explained
Think Long Term
We believe successful investing requires discipline, foresight, and a commitment to strategies that stand the test of time.
Choose Managers Wisely
We maintain low turnover in our investment managers. Each one undergoes rigorous due diligence before approval, ensuring they align with our long-term philosophy.
Timing Isn’t a Strategy
We don’t try to predict market highs and lows. Instead, we use dollar-cost averaging to steadily invest and increase asset allocation over time.
Active Where it Matters
We believe in active management when it can add value. Every active manager we select has passed a highly critical, multi-layered review process.
Expand Beyond Public Markets
We take a robust approach to alternative investments—providing access to opportunities in venture capital, private equity, private credit, and real assets.
