Overseas Wealth Management Specialists
We are a distinct breed of investment advisory firm – one that specializes in overseas wealth management
We provide customized solutions that are truly relevant to our clients’ specific needs, instead of the usual one-size-fits-all offerings
We devote our expertise exclusively to US-connected citizens and their families living globally
Bridging the gap in overseas wealth management
Global Presence, Global Reach
Extensive Global Network
Real Stories. Real Results.
Almost got double-taxed on my 401k! Cross Border Wealth’s specialized understanding of overseas pension details saved me a lot of unnecessary expenses.
Couldn’t access my UK pension from here in the US. Worse, I couldn’t find an expert to help with my situation. Good thing I found Cross Border Wealth!
Specialized cross-border wealth management guidance for US-connected global citizens and their families
Subscribe to Insights Monthly, Cross Border Wealth's email newsletter featuring curated cross-border wealth management content for US-connected global citizens
Subscribe to Insights Monthly, Cross Border Wealth's email newsletter featuring curated cross-border wealth management content for US-connected global citizens.