About You

Americans Overseas

Americans overseas face unique financial challenges—with potentially costly mistakes.  Whether you’re working or retiring abroad, returning to the U.S., or need greater flexibility in your long term plans, our team of cross-border specialist can help.  Cross Border Wealth has the experience to help you succeed abroad and at home.  We offer individualized financial planning, building on globally diversified investment portfolios that have strong emphasis on tax efficiency and risk management.  We save you time and provide peace of mind, freeing you to focus on what’s most important. 

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Expatriates in the USA

As an expatriate in the USA, managing your financial affairs can be very complicated.  In fact, handling your finances across any international border can quickly become enormously complex.  This applies both in the U.S. and abroad.  Foreign currency fluctuations and estate planning gaps can have a potentially adverse impact on your wealth.  Cross Border Wealth can help you navigate unfamiliar territory in a way that’s smart, informed and designed to positively impact your portfolio.  No matter your next port-of-call or how many times you move, we'll help you manage your money in line with one overall set of financial goals.

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Foreign Nationals

We provide investment management in the U.S. for Foreign Nationals.  If you're not a United States citizen or permanent resident, you may be looking for a broader range of investment options.  At Cross Border Wealth, we can help you understand the logistics of investing in U.S. markets, then develop a plan to help minimize risk and taxes, maintain your privacy, and meet your long-term financial goals. 

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