Are you an American living abroad?
Are you a U.S.-connected person?
401K to IRA Rollovers
Cross-Border Estate Planning
Retirement Planning
Insurance Considerations
Inheritance Tax Planning
Are your non-U.S. Investments FATCA friendly?
Are you holding PFICS?
Is your advisor qualified to mange your U.S. assets too?
Do you have a strategy in place for your multiple jurisdiction pensions?
ABOUT US
Our mission is simple; to connect you to the best financial advisor to meet your needs.
For the last decade we’ve been identifying advisors that serve the unique financial planning & investment advisory needs of Americans and U.S. connected individuals, wherever they are in the world.
0
Americans Abroad
OUR SERVICES
Cross-Border Planning for the Global American
Living abroad offers exciting opportunities and experiences, but it also comes with unique financial and legal challenges. At American Expat Advisors, we specialize in connecting you with cross-border planning tailored to the needs of Americans residing overseas.
Whether you’re grappling with taxation nuances, estate considerations, or investment strategies, our expert network is dedicated to ensuring your global journey is smooth and compliant.
Navigate the complexities of your international life with confidence and expertise by your side.
Retirement Planning for the Global Citizen
Embracing the expatriate lifestyle doesn’t mean putting your future on hold. At American Expat Advisors, we understand the intricacies of retirement planning for Americans living abroad.
From factoring in dual taxation to optimizing international investment strategies, a holistic roadmap for your golden years can be crafted by experienced American Expat Advisors.
Secure your dream retirement, no matter where in the world you choose to call home.
Insurance Considerations for Expatriates
Navigating the insurance landscape from abroad can be a maze of unfamiliar terms and policies.
At American Expat Advisors, we demystify the complexities of global and local insurance options.
From health to property, and from travel to life insurance, our network gives you access to solutions tailored for American expats keeping in mind the unique challenges faced by Americans overseas.
Safeguard your peace of mind, no matter where your journey takes you.
Integrated Tax Planning for the Modern Expat
Balancing the tax codes of two nations? It’s a juggling act that requires expertise and foresight. At American Expat Advisors, we offer integrated tax planning solutions designed specifically for Americans living abroad.
Our holistic approach considers both your U.S. tax obligations and those of your host country, ensuring seamless compliance and optimized financial strategies.
Let us navigate the nuances, so you can focus on enjoying your international life.
Get Connected to American Expat Advisors
Click Here
OTHER
LATEST UPDATE
Understanding Grantor Retained Annuity Trusts (GRATs) In the scope of sophisticated estate planning and wealth management strategies, Grantor Retained Annuity Trusts, commonly known as GRATs, have emerged as a powerful tool for high net-worth individuals looking to efficiently transfer wealth to the next generation. A GRAT is a financial instrument that allows an individual (the grantor) to potentially pass significant assets to beneficiaries with minimal or no gift tax liability. This is achieved by placing an asset into a trust and retaining the right to receive a fixed annuity payment for a specified term. At the end of the …
Finance and Investment as an American Expatriate The Global Footprint of American Expatriates In recent years, many Americans have been venturing beyond the familiar confines of their homeland, seeking new horizons and opportunities across the globe. This phenomenon of American expatriation is not just a fleeting trend but a robust movement, reshaping the traditional notions of home, work, and community for many U.S. citizens. As these global explorers set foot in foreign lands, they encounter a world brimming with diverse financial opportunities. The concept of leveraging global financial opportunities as an American expat is both exhilarating and …
Bridging the Gap: Addressing the Overlooked Financial Needs of American Expats The world of wealth management is vast and intricate, with a plethora of services tailored to meet the diverse needs of clients. However, when it comes to American expatriates, there seems to be a gap between what is offered and what is truly desired. Expatriates, or expats, are individuals who live outside their native country, and for American expats, the financial landscape can be particularly challenging. While many wealth management firms claim to cater to the needs of this demographic, there are several services that American expat clients consistently …
American Expat Advisors is a trading style of Drakelowe LLC. None of the information presented in this website should be considered financial, tax or legal advice. You should consult your financial, tax or legal advisors for information concerning your own specific situation. American Expat Advisors takes your data privacy and security very seriously. We maintain a minimum amount of personal data, store data securely and share only with third parties who could be of benefit to you, in some cases they may pay us. Questions? Email us at connect-me@americanexpatadvisors.com
