Wealth Management for U.S. Expats
Investment management and financial planning firm serving cross-border investors and Americans abroad.
Currency Management
for Americans Abroad
Join us October 20, for our latest webinar addressing strategies for building multicurrency portfolios and how to mitigate currency risk as a U.S. expat.
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 65 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
Smart Cross-Border Investing Moves Every Expat Should Make
5 Important Investing Tips for U.S. Expats A move overseas shouldn’t derail your investment strategy, but there are a few important financial moves you need to make before you leave the United States. Move #1 – Diversify your portfolio. Many Americans living overseas...
Why U.S. Expats Should Consider State Residency
What You Should Know About State Taxes and Residency While Living Abroad Regardless of where they reside, U.S. citizens and green-card holders living outside the United States are subject to U.S. income tax on their worldwide income. However, it’s rare that U.S....
The Problem With 529 Plans for American Expats Living in the UK
3 Things to Know Before You Invest in a College Savings Plan Like many Americans, U.S. citizens living abroad can benefit from investing in tax-advantaged accounts, like 529 plans. However, for American expats living in the UK, investing in an American 529 plan does...
5 Misconceptions About American Expat Taxes
Facts to Help You Navigate U.S. Expat Tax Challenges There is often significant confusion among U.S. expats when it comes to investing and paying taxes while living abroad. And it’s no wonder, as misconceptions and misinformation over complex international tax matters...
