Global Wealth
Your U.S. Wealth Partner, Abroad
Specialized financial guidance for U.S. citizens overseas and global family offices with U.S. investment interests.
Providing trusted guidance and privileged access to US investment opportunities for global families and family offices.
Who We Serve
U.S. Expats Living Abroad
Guiding US expats to confidently manage their wealth across borders—so you can live globally while preserving, growing, and protecting your assets at home.
- Tax-efficient Investment Strategies
- Cross-border Retirement Planning
- U.S. Regulatory Compliance
- International Estate Planning
- Global Real Estate
Global Family Offices
Your US connection to a diversified global investment platform—providing access, expertise, and trusted oversight for your US asset strategy.
- U.S. Asset Management and Reporting
- Navigating U.S. Tax and Legal Frameworks
- Strategic Partnerships with U.S. Custodians
- Exclusive Access to Co-Investment Opportunities
In today’s connected and complex world, we help you navigate global tax, estate, and investment landscapes. Drawing on years of experience advising institutions and families, we craft enduring strategies for lasting success.
Our Resources Are Multi-Faceted, Just Like You.
Our resources are tailored to the distinct needs of ultra-high-net-worth families, family offices, and institutions—so you can explore insights most relevant to your journey.
Global Reach
If your life or investments has/have a global reach, our Global Hub provides advice without borders by guiding you through:
- Insights on international tax and investment regulations
- Timely articles and market updates
- Guidance on income solutions and liquidity management
- In-depth coverage of alternative investment strategies
Impact Strategies
Investing can be a force for good. If you want your wealth to reflect your values, our Impact Hub helps you explore:
- Interviews with leaders in the impact and philanthropy space
- Resources to guide intentional giving and mission-aligned investing
- Strategies for making a measurable difference through investments
- Tools to help define and track your impact goals
Family Education
Learning is a lifelong journey. Our Family Education Hub supports families through:
- Resources on education planning, from early years through college
- Tools to engage and prepare the next generation
- Guidance for family conversations about wealth and values
- Ideas to foster financial literacy at every age
MARKETS HAPPY HOUR PODCAST
A weekly markets update for investors the world over.
Banter, not Investment Advice.
with Aoifinn Devitt MBA, CFP®
