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Thun Financial is now Creative Planning International.

Wealth Management for U.S. Expats

Investment management and financial planning firm serving cross-border investors and Americans abroad.

London  cityscape

Dedicated expertise to handle the challenges of living and working abroad.

Creative Planning International provides leading U.S.-based investment and financial planning services to American expatriates and non-U.S. citizens living in more than 50 countries. Our team of cross-border wealth managers and financial planners are uniquely qualified to manage the complex implications for Americans abroad of U.S. citizenship-based taxation. We also work with non-U.S. citizen expats who face complicated tax and regulation associated with cross-border investing. You’ll benefit from our planning-led approach that is focused on helping you achieve your long-term financial goals even as you live and work across borders.

Americans Abroad

We help American expatriates deal with the complexities of living abroad, helping make the right investment choices and avoid pitfalls.

Cross-border Families

We help you navigate the tricky waters of cross-border investing so you can build a financially secure future.

Retired expats explore Europe
LIVE webinar:

Key Estate Planning Concepts and Issues for U.S. Expats & Cross-Border Families

This webinar will cover complex issues regarding estate planning when Americans and mixed nationality families own assets across borders.

Topics covered will include:

  • International Probate Issues
  • Tax Treaties and Foreign Tax Credits
  • U.S. and Foreign Gift, Estate and Inheritance Tax Issue
  • Gifts/Inheritances from Foreigners
  • Mixed Nationality Family Estate Planning
  • Estate Planning Strategies, Tools and Their Portability
  • Cross-Border Portfolio Optimization

WHEN: Tue, June 7, 2022 | 7:00-8:00 AM CDT

TAKE A CLOSER LOOK

All the expertise you need.
All in-house.

We advise American expats and cross-border families on:

  • Currency risk management
  • Compliance with U.S. tax laws including FATCA, FBAR and PFIC rules
  • 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
  • Retirement abroad planning
  • International tax planning
  • Estate planning for U.S. citizens living abroad
  • Expatriate insurance for U.S. Citizens
  • Education savings
  • Charitable giving
Expat family chatting outside
#1 Independent Advisory Firm
(2017)*
 Named to Top RIA list
(2014-2020)*
#1 Wealth Management Firm
(2014-2015)*

"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 and CEO Peter Mallouk as he explains what makes Creative Planning stand out.

Peter Mallouk sharing the Creative Planning experience

Latest Insights

Why not give your wealth a second look?

“Your wealth works harder when it works together.”

Peter Mallouk

President & CEO, Creative Planning

Serving Clients Nationwide

50

STATES & ABROAD

Providing financial peace of mind across the globe

$225

BILLION

Combined assets under management & advisement as of December 31, 2021

#1 Ranking

RIA Channel®’s List of Top 100 Wealth Managers (2020)*

$225 Billion

Combined assets under management & advisement as of December 31, 2021

Serving Americans abroad and cross-border families in over 50 countries.