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.
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 65 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.
#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."
Latest Insights
Americans Should Avoid Owning Shares in a Non-U.S. Mutual Fund
When it comes to wise and efficient investing, American expat investors should use U.S. funds and avoid using non-US mutual funds to avoid PFIC problems.
What to Consider as an American Expat Moving to Saudi Arabia
The Kingdom of Saudi Arabia offers a unique opportunity for American expats to work in a country without an income tax regime. However, it is important to be aware of other financial complexities that come with being an American expat living in Saudi. Read on to learn...
9 Critical Financial Planning Considerations for American Expats Living in Portugal
What to Consider as an American Expat Moving to Portugal Portugal offers many benefits for American expats, and it’s especially attractive because of its Non-Habitual Resident (NHR) program that offers unique tax advantages. As with any move abroad, however, it’s...
6 Financial Planning Questions for American Expats Living in Germany
Germany Q&A for American Expats Germany is a great place to live, work, and retire. That said, it can be challenging to invest your wealth wisely while living there as an American expat. Creative Planning International highlights six common investment management,...
