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 90 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.
Investment Management
We provide customized financial plans to help expats navigate the complexities of cross-border investing.
TAKE A CLOSER LOOK
Financial Advice for Your Global Needs
We advise American expats and cross-border families on:
- Currency Risk Management
- Compliance With U.S. Tax Laws (FATCA, FBAR, PFICs, Etc.)
- Tax and Estate Planning Issues Related to Foreign Spouses and Multinational Families
- Use of U.S. and Non-U.S. Pension Plans While Working Abroad
- Planning for Retirement Abroad
- International Tax Planning
- Estate Planning for U.S. Citizens Living Abroad
- Expatriate Insurance for U.S. Citizens
- Education Savings
- Charitable Giving
Awards and Recognition
Top RIA Firms
2019-2024
Awarded each September, based on data from a 12-month period through June 30.
Charitable Champion
2023-2024
Awarded each July, based on activities from a 12-month period through December 31.
Top RIA Firms
2024
Awarded each July, based on data from a 12-month period through December 31.
“Creative Planning is at the vanguard of a profound shift in finance.”
Learn Why Clients Stay With Creative Planning Year After Year
Hear from President & CEO Peter Mallouk as he explains what makes Creative Planning stand out.
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Twice a month, you’ll get the best of our team’s insights delivered straight to your inbox — providing critical information to help you navigate the complexities of managing your wealth while living abroad.
Ready to Get Started?
If your household has more than $500,000 in U.S.-based investable assets, we'd love to talk about next steps.
Schedule a free, no-obligation meeting with our team today.
