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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.

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Upcoming Webinar

U.S. Expat Account Closure Crisis

Join us Tuesday, September 6, for a webinar addressing why banks and brokerage firms are closing U.S. expat accounts. Learn ways to overcome this issue.

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.

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
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#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

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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 more than 65 countries.