Thun Financial and Reilly Financial Advisors are now Creative Planning International.
Providing investment management and financial planning services
to cross-border investors and Americans abroad.
3 Things to Know Before You Invest in a College Savings Plan Like many Americans, U.S. citizens living abroad can benefit from investing in tax-advantaged accounts, like 529 plans. However, for American expats living in the UK, investing in an American 529 plan does...
How to Navigate the Complexities of Cross-Border Investing Many Americans living abroad find managing their investments to be especially challenging. American expats know all too well that overcoming the operational challenges of opening and maintaining investment...
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.
What to Consider as an American Expat Moving to Portugal Portugal offers many benefits for American expats, and it’s especially attractive because of its Non-Habitual Resident (NHR) program that offers unique tax advantages. As with any move abroad, however, it’s...
Germany Q&A for American Expats Germany is a great place to live, work, and retire. That said, it can be challenging to invest your wealth wisely while living there as an American expat. Creative Planning International highlights six common investment management,...
Americans abroad are being informed by U.S. banks and brokerage firms with increasing frequency that their accounts have been restricted or even closed due to their status as non-U.S. residents.
Peter Mallouk
President & CEO, Creative Planning
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Providing financial peace of mind across the globe
Combined assets under management & advisement as of December 31, 2021