Wealth Management for U.S. Expats
Investment management and financial planning firm serving cross-border investors and Americans abroad.
U.S. Expat Account Closure Crisis
Thun Financial is now Creative Planning International
Providing investment management and financial planning services
to cross-border investors and Americans abroad.
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)*
#1 Wealth Management Firm
(2014-2015)*
"Creative Planning is at the vanguard of a profound shift in finance."
Latest Insights
What to Consider as an American Expat Moving to the Netherlands
American Expats in the Netherlands: 10 Things to Know Before Moving The Netherlands offers many benefits for American expats. It’s especially attractive thanks to the 30% tax ruling commonly known as the “30% facility.” This special tax break is applicable to certain...
7 Critical Wealth Management Tips for American Expats Living in the United Kingdom
For American expats in the UK, make sure you understand these important issues for managing your wealth. The UK is one of the most popular European destinations for American expats. As an American expat in the UK, an unexpected challenge is saving and investing your...
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.
Investing and Financial Planning Considerations for American Expats Living in France
France is, understandably, a popular work and retirement destination for American expats, particularly as income and estate tax treaties between the U.S. and France offer unique benefits to Americans living in France. Investing and financial planning considerations,...
