US Citizens

US Citizens, Greencard holders, and the expatriate American can face complexities when it comes to their financial affairs. Finding a Wealth Manager with suitable expertise could also be difficult, compounded by a reluctance from institutions outside of the US to onboard you as a client. We are one of a small number of International Wealth Management firms that are able to provide you with the service you are looking for. Our international expertise means that we can assist, construct and implement an investment strategy that is mindful of the general constraints and tax implications of being linked to the United States. As a US Citizen no matter how many years you have spent outside of the USA you will always be a US taxpayer. To assist with your annual tax reporting obligations we can also provide you the relevant reports required.

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