Wealth Management Without Borders

Financial planning and 

investment management 

for the Global Client


Practice Areas

Americans Overseas

Helping Americans abroad build and preserve wealth while navigating the complex US & international regulatory environment.  

Learn more 

Expatriates in the USA

Tailored made solutions for the expatriate professional in the USA, looking for continuity regardless of their next port of call.  

Learn more

Foreign Nationals

Investment services for non-US individuals residing outside of the United States, looking for a broader range of investment options.  

Learn more

Global Wealth Management

Developing and implementing tax efficient investment and global wealth strategies for cross border families, regardless of where you choose to retire.  Learn more

International Pension Solutions

Research and analysis of your existing pension arrangements. Implementation of strategies to reconcile your pensions into one cohesive plan.  Learn more 

Cross Border Estate & Tax Plans

Our network of international estate and tax planning professionals help advise on the complex landscape of cross border taxation and estate planning.  Learn more

Whether an Expatriate in the USA, American Overseas, Foreign National or just interested in cross border financial planning issues, we invite you to schedule a call with one of our 

International Investment Specialist.

Contact Cross Border Wealth

Email us

To learn more about our services, please call us or submit our online contact form. For general or media inquiries, please call our office directly.

Cross Border Wealth

12 East 49th Street, 16th floor, New York, New York 10017, USA

(646) 688-5333

Hours

Monday - Friday: 8:00am - 6:00pm

Saturday: By appointment

Sunday: Closed