SUPPORTING

GLOBALLY MOBILE

CLIENTS TOWARDS

FINANCIAL SUCCESS

SUPPORTING

GLOBALLY MOBILE

CLIENTS TOWARDS

FINANCIAL SUCCESS

Cross Border Financial Planning USA LLC

Cross Border Financial Planning USA LLC

Cross Border Financial Planning USA specializes in providing wealth management and financial planning to globally mobile individuals with US assets, including overseas Americans and foreign nationals in the United States. Cross border planning is not simply about investing, it is about creating a flexible plan that can be adapted to your multi-jurisdictional life. We invest time with our clients to ensure we understand your entire life plan and possible futures. The advice we provide considers the tax, currency, and legal implications for our globally mobile clients and their families.

Cross Border Financial Planning USA specializes in providing wealth management and financial planning to globally mobile individuals with US assets, including overseas Americans and foreign nationals in the United States. Cross border planning is not simply about investing, it is about creating a flexible plan that can be adapted to your multi-jurisdictional life. We invest time with our clients to ensure we understand your entire life plan and possible futures. The advice we provide considers the tax, currency, and legal implications for our globally mobile clients and their families.

Whether you have relocated permanently or are regularly moving countries, we tailor solutions to you that will assist in achieving your financial goals. Cross Border Financial Planning USA works closely with cross-border partners in the UK and Australia to provide highly specialized advice to British, American and Australian expatriates who have retained assets in the US, UK and Australia. Contact us today to learn more about how we provide independent solutions tailored to your unique circumstances.

Investment Solutions and Portfolio Management with US and International Taxation in Mind

We spend time at the outset of our relationship to thoroughly understand the purpose of your investments. We help you set goals and understand the importance of time-horizon when investing in markets. We assess your experience, preferences for risk, tolerance for volatility, and any socially responsible screening, to present a tailored solution to your unique circumstances. Depending on where you live in the world, the outcome of holding the same investments in the same structure can have very different tax consequences. Whether it is a US mutual fund, exchange traded fund (“ETF”), or direct securities, all will be taxed in their own way by different countries. Some investments can only be purchased by US residents; others allow non-residents to invest.

Through a multi-meeting approach, we will present our strategy and define the parameters for investment. When ready to invest we will onboard you as clients and implement the strategy. This is just the start as we build a long-term relationship with you. Through ongoing management and meetings with you, we adapt the strategy as necessary, and make sure we are available to you as your trusted advisor. We are transparent in the fees we charge and the fees of the underlying investments so you are clear in what you pay and can assess the value of our services. Often our cross-border clients require exposure to different currencies for flexibility and to hedge currency risk. Cross Border Financial Planning USA and its partners can assist expatriates around the world with multi-currency investment strategies.