Helping Americans abroad build and preserve wealth while navigating the complex US & international regulatory environment.
Tailored made solutions for the expatriate professional in the USA, looking for continuity regardless of their next port of call.
Investment services for non-US individuals residing outside of the United States, looking for a broader range of investment options.
Developing and implementing tax efficient investment and global wealth strategies for cross border families, regardless of where you choose to retire. Learn more
Research and analysis of your existing pension arrangements. Implementation of strategies to reconcile your pensions into one cohesive plan. Learn more
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.
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.
600 Third Avenue, 2nd floor, New York, NY 10016
Monday - Friday: 8:00am - 6:00pm
Saturday: By appointment