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Why Us

Specialized Solutions

Understanding that each of our global clients has unique financial situations, aspirations, and challenges, we provide overseas wealth management solutions that are tailor-fit to their needs.

Cross-Border Expertise

Our team of experienced advisors possesses in-depth knowledge of the intricacies of cross-border financial planning, enabling our clients receive advice in their best interest.

Global Presence

Headquartered in New York with global presence in the United States, Middle East and Asia, we're always well-positioned to help our clients navigate the complexities of overseas wealth management.

Personalized Approach

We believe in strengthening our advisory relationships with our global clients, in order for us to provide specialized solutions that are relevant to their financial goals and objectives.

US SEC-Registered

We are a US-based investment advisory firm registered with the US Securities and Exchange Commission. We adhere to the highest compliance standards, and consistently act in the fiduciary interest of our clients.

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Why Us - Testimonials
TESTIMONIALS

What Our Clients Say

"Cross Border Wealth has been a game-changer for me as a US expat. When I relocated to Singapore, I was overwhelmed with managing my finances across borders. They stepped in and provided tailored solutions that fit my unique situation. They helped me navigate complex tax regulations, optimize my investments, and secure my financial future."

- John Smith, US Expat in Singapore

"I can't recommend Cross Border Wealth enough! When I moved to Germany, it was so difficult managing my finances between countries. Their global network of experts are so knowledgeable with the intricacies of international finance. They provided me with comprehensive financial planning, addressing everything from tax optimization to cross-border investment strategies. Thank you CBW."

- Sarah Johnson, American living in Germany

"What I find most helpful about Cross Border Wealth is their deep understanding of US laws and regulations. As a US Green Card holder living in Canada, I needed someone who could help me manage my finances across borders. Their team of experts provided me with customized solutions to optimize my investments and ensure compliance with US tax regulations."

- David Thompson, US Green Card Holder in Canada

"Cross Border Wealth has been my trusted partner in managing my cross-border investments. When I faced the challenge of transferring my UK pension to the US, their team worked tirelessly to ensure a smooth and efficient process. They provided me with expert advice on tax implications and helped me optimize my pension benefits. Their commitment to personalized service and their deep understanding of cross-border wealth management make them stand out in the industry."

- Emily Chen, British citizen working in Texas, USA