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 50 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.
Key Estate Planning Concepts and Issues for U.S. Expats & Cross-Border Families
This webinar will cover complex issues regarding estate planning when Americans and mixed nationality families own assets across borders.
Topics covered will include:
- International Probate Issues
- Tax Treaties and Foreign Tax Credits
- U.S. and Foreign Gift, Estate and Inheritance Tax Issue
- Gifts/Inheritances from Foreigners
- Mixed Nationality Family Estate Planning
- Estate Planning Strategies, Tools and Their Portability
- Cross-Border Portfolio Optimization
WHEN: Tue, June 7, 2022 | 7:00-8:00 AM CDT
#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
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Guide to Investing and Financial Planning for Americans Retiring Abroad
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