We have spent decades advising and investing on behalf of U.S. citizens living abroad, international organization employees, and citizens of other nations. We are uniquely qualified to coordinate a financial strategy that effectively addresses global tax efficiency, currency impacts, and pension options while developing an asset allocation among securities and accounts on different continents.
Problems are rarely “just tax” or “just investment” in nature. We approach all problems looking for the “right” solution calling upon the full spectrum of our experience and expertise in financial planning, taxes, and investment management. We have helped many clients achieve that which they thought was impossible.
More Than Advice
We measure success only by our results. Advice has become a common commodity in many fields, but honest and candid advice that leads to a concrete plan of action and quantifiable results remains a rare service.
We are closely affiliated with one of the premier CPA firms specializing in international taxation matters. Its expertise and practical knowledge in this field are globally renowned.
We offer unbiased advice based on our own research and experience. We feel that objective and independent thinking enables our advisors to provide our clients with the best advice tailored to their circumstances.
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