Blog
Trump 401k Executive Order: What Expats with U.S. Retirement Accounts Need to Know
The Trump administration has wasted no time shaking up retirement planning. With a swift executive order, the White House is opening the gates for 401(k) investors to access alternative assets...
Leaving the U.S. for Europe? Don’t Leave Your 401(k) Behind
If you're starting a new life overseas, make sure your U.S.-based financial accounts don’t get left in the past. Thinking about making the move to Europe? You’re not alone. From...
The Top 5 Services Your American Expat Financial Advisor Must Offer
Financial Freedom Across Borders for the American Expat Lifestyle Living the expat life is an adventure of a lifetime, but let's be honest, managing your finances while soaking up life...
Maximizing Wealth Transfer: Understanding Grantor Retained Annuity Trusts (GRATs)
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...
Mastering the Financial Frontier: Navigating Finance and Investment as an American Expatriate
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...
The Unmet Needs of American Expat Wealth Management Clients
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...