Wealth Management for U.S. Expats
Investment management and financial planning firm serving cross-border investors and Americans abroad.
Investing and Financial Planning for Americans Abroad
Join us on December 6 to learn how to navigate common financial issues U.S. expats face while living abroad, with a special focus on how to build a tax-compliant (and tax-efficient!) plan and portfolio.
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 75 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
Taking Required Minimum Distributions as a U.S. Expat
6 Things that Expats Need to Know about RMDs Understanding the ins and outs of required minimum distributions (RMDs) is frustrating enough, but it can be downright overwhelming to navigate RMDs while living abroad. So, what should expats consider when it comes to...
The Challenges of Receiving a U.S. Inheritance While Living Abroad
3 Tips for Navigating the Tax Impact of Inheriting Money as an Expat It’s difficult enough to navigate the challenging tax and investment minefields that often occur when you’re an American citizen living overseas, yet receiving an inheritance as an expat can add a...
Financial Strategies for American Expats Marrying a Non-U.S. Citizen
3 Tips to Help Minimize Your Taxes Congratulations, you’re getting married! As you plan your nuptials, tax planning may be the last thing on your mind. However, if you’re a U.S. expat marrying someone from another country, the decisions you make when setting up your...
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...
