Wealth Management for U.S. Expats

Investment management and financial planning firm serving 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 90 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.

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Wealth Management

We help American expats optimize their investments, taxes and estate plan to work harder, together.

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Investment Management

We provide customized financial plans to help expats navigate the complexities of cross-border investing.

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TAKE A CLOSER LOOK

Financial Advice for Your Global Needs

We advise American expats and cross-border families on:

  • Currency Risk Management
  • Compliance With U.S. Tax Laws (FATCA, FBAR, PFICs, Etc.)
  • 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
  • Planning for Retirement Abroad
  • International Tax Planning
  • Estate Planning for U.S. Citizens Living Abroad
  • Expatriate Insurance for U.S. Citizens
  • Education Savings
  • Charitable Giving

Awards and Recognition

Top RIA Firms
2019-2024

Awarded each September, based on data from a 12-month period through June 30.

Charitable Champion
2023-2024

Awarded each July, based on activities from a 12-month period through December 31.

Top RIA Firms
2024

Awarded each July, based on data from a 12-month period through December 31.

“Creative Planning is at the vanguard of a profound shift in finance.”

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Learn Why Clients Stay With Creative Planning Year After Year

Hear from President & CEO Peter Mallouk as he explains what makes Creative Planning stand out.

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Subscribe to Our Newsletter

Twice a month, you’ll get the best of our team’s insights delivered straight to your inbox — providing critical information to help you navigate the complexities of managing your wealth while living abroad.

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Ready to Get Started?

If your household has more than $500,000 in investable assets, we'd love to talk about next steps.
Schedule a free, no-obligation meeting with our team today.

 

We work with households having a minimum of $500,000 in investable assets.