Wealth Management for U.S. Expats
Investment management and financial planning firm serving cross-border investors and Americans abroad.
Thun Financial is now Creative Planning International
Providing investment management and financial planning services
to cross-border investors and Americans abroad.
Reilly Financial Advisors is now Creative Planning
Providing comprehensive wealth management and custom-tailored financial plans so you can enjoy a richer way to wealth.
Helping U.S. expats handle the challenges of living and working abroad.
Creative Planning International provides leading U.S.-based financial advisory services to expats in more than 75 countries. Our team of cross-border wealth managers is uniquely qualified to manage the complex effects living abroad has on your taxes and investments. You’ll benefit from our planning-led approach focused on helping you achieve your long-term financial goals while staying compliant with U.S. laws and regulations.
Wealth Management
We help American expats optimize their investments, taxes and estate plan to work harder, together.
Financial Planning
We provide customized financial plans to help expats navigate the complexities of cross-border investing.
#1 Independent Advisory Firm
(2017)*
Named to Top RIA list
(2014-2020)*
Named To Top RIA LIST
(2013-2022)*
"Creative Planning is at the vanguard of a profound shift in finance."
Latest Insights
Reviewing and Organizing Your Beneficiaries as a U.S. Expat
The Importance of Maintaining Updated Beneficiaries for Americans Living Abroad Regardless of where you live, it’s important to maintain updated beneficiary designations to cover your investment accounts, your insurance policies and any other valuable assets. For U.S....
4 Financial Actions U.S. Expats Should Take Before 2023
Smart Year-End Tax Planning Moves for U.S. Expats Living Abroad American expats face unique financial challenges, especially when it comes to tax planning. If you don’t stay on top of your finances, you may end up paying a premium when it comes time to file your...
4 Ways Foreign Nationals Can be Taxed in the U.S.
How U.S. Taxation Can Impact Foreign Nationals The U.S. doesn’t only tax its citizens and residents; it’s important to understand that U.S. income tax can be levied even on those whose visas don’t allow them to stay in the U.S. permanently. If you’re a foreign...
Taking Required Minimum Distributions as a U.S. Expat
6 Things that Expats Need to Know about RMDs Understanding the ins and outs of required minimum distributions (RMDs) is frustrating enough, but it can be downright overwhelming to navigate RMDs while living abroad. So, what should expats consider when it comes to...
Living in Spain: 10 Things American Expats Should Know
Learn Why Extensive Financial and Tax Planning Is Important Before Moving to Spain Spain is a sought-after destination for many U.S. expats wanting to move overseas. With its Mediterranean climate, low cost of living, and vibrant history and culture, it’s easy to see...
The Challenges of Receiving a U.S. Inheritance While Living Abroad
3 Tips for Navigating the Tax Impact of Inheriting Money as an Expat It’s difficult enough to navigate the challenging tax and investment minefields that often occur when you’re an American citizen living overseas, yet receiving an inheritance as an expat can add a...
