Our International Team
Creative Planning International has a dedicated team of wealth managers and financial planners who work with American citizens abroad and international families in more than 90 countries.
About Creative Planning
Our team of wealth managers understands international investing and is dedicated to providing the solutions and guidance you need. Whether you’re a U.S. expat, a cross-border family or living in Switzerland*, we build a plan and portfolio that’s unique to your needs and goals.
Services Offered
Comprehensive Cross-Border Wealth Management
Wealth Management for U.S. Expats Subject to U.S. Citizenship Based Taxation
Cross-Border Trust and Estate Planning
Cross-Border Financial Planning
Multi-Jurisdiction Tax Strategy
International Insurance Planning
Access to U.S. Brokerage Services for Non-U.S. Residents
Meet the U.S. Expat and Cross-Border Team
* Depending upon your circumstances you may be referred to Baseline Wealth Management Ltd., an affiliate of Creative Planning, LLC.
