Wealth Planning for Expats in the United States

Our wealth planning clients typically turn to us looking for bespoke financial solutions with an emphasis on long-term tax planning.  Often times, the initial consultation is simply for us to perform an audit of the wealth planning that they have already done.

  • We can develop a bespoke business plan for your investments that is aligned with your short-term and long-term goals.

  • We pay special attention to asset location to help ensure your assets are held in the appropriate tax buckets.

  • We implement an institutional-style process for investment selection using detailed qualitative and quantitative analysis to help create optimal portfolios based on data-driven risk models.

  • We properly implement tax-loss harvesting strategies in your portfolio to manage the impact of taxes.

  • We help our clients maximize the impact of their charitable giving through tax-efficient funding sources and charitable giving vehicles including donor-advised funds and private foundations.

  • We offer lending solutions to our clients who are looking for access to capital through non-purpose lines of credit.

  • Most importantly, we keep one goal in mind: yours.

 

 

Financial Advisors do not render tax advice. Consult with a tax professional for tax advice that is specific to your situation.

The Northwestern Mutual difference

No. 1

Best life insurance company for consumer experience, 2023. (NerdWallet)1

Top 5

We're one of the Top U.S. Independent Investment Broker-Dealers.2

$8.2B

In dividends expected to be paid in 2025.3

A++

AAA, Aa1, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4