Financial Advice for Expats and Global Families
Comprehensive wealth management from specialists in international finance.
Team-Based Advice to Navigate the Complexities of Living Abroad
Expats are faced with unique financial challenges and opportunities while living abroad. Whether your move is temporary or you’re making a new home, our specialists manage the intricacies of wealth management for U.S. citizens living abroad, from taxes and investing to estate planning and beyond.
Our Team Serves:
American Expats Living Abroad
Cross-Border Families
U.S. Citizens with a Non-Resident Alien Spouse
Foreign Nationals Living in the U.S.
American Expats Returning from Abroad
U.S. Dual Nationals
Advising Clients Around the World
Creative Planning International currently has clients in more than 65 countries across the world. No matter where you’re located, you’ll be matched with a wealth manager who has the best regional expertise for your situation.
For Any Stage of Your Journey
Whether you’re considering an international move, currently living abroad or moving back to America after a stint in another country, our experienced wealth managers will create a road map to help ensure every angle of your international financial life — from investments to taxes and beyond — is covered.
AMERICANS ABROAD
Wealth Management for U.S. Expats
American expatriates are faced with unique financial challenges and opportunities while living abroad. Whether your move is temporary or you’re making a new home, the specialists at Creative Planning International will help you deal with any complexities to make the right investment choices. It’s our goal to help provide you with the best chance of achieving your financial goals, all while enjoying the adventure of living abroad.
Financial Advice in Your Best Interests
Unlike some brokerage firms that are only bound to a suitability standard, Creative Planning International operates as a fiduciary, offering objective advice that serves to advance your best interests.
