If you live abroad and own investments located in the United States, you have likely experienced significant frustration with the process of looking after those accounts. In fact, many U.S. financial institutions don’t even really understand the relevant rules and procedures that apply to you. We can help.
You may have once lived and worked in the U.S., and left some investments behind, perhaps you inherited some assets here, or maybe you just view the United States as an attractive place to hold wealth. Employing our global outlook and knowledge of cross-border regulations, we’ll help you develop a strategy for your U.S. assets that takes your overall picture into consideration. From there, we’ll put your plan into action, easing your administrative burden and giving you peace of mind.