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.
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Wealth Management
We help American expats optimize their investments, taxes and estate plan to work harder, together.
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Investment Management
We provide customized financial plans to help expats navigate the complexities of cross-border investing.
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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
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Top RIA Firms (2019-2023)*
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Top RIA Firms (2014-2020)*
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Top RIA Firms (2013-2022)*
“Creative Planning is at the vanguard of a profound shift in finance.”
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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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Stay In Touch
Subscribe to Our Newsletter
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 investable assets, we'd love to talk about next steps.
Schedule a free, no-obligation meeting with our team today.