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Thun Financial is now Creative Planning International.

International Wealth Services

 

Prague Charles Bridge

Services for Americans abroad and cross-border families inside and outside the U.S. 

Maximizing wealth and avoiding costly mistakes requires careful, informed consideration of the complex interaction of multi-jurisdiction tax and regulatory regimes. Investment strategy is also impacted by currency, diversification and other portfolio considerations that are unique to the circumstances of American expats and cross-border families.

Americans Abroad

American expatriates are faced with financial challenges and opportunities while living abroad. Whether it’s temporary or you’re making it a new home, the specialists at Creative Planning International will help you deal with these complexities and make the right investment choices. It’s our goal to help you have the best chance at achieving your financial goals, all while enjoying the adventure of living abroad.

American expats enjoying gelato
Cross-border family in café

Cross-Border Families

For cross-border families, there are common tax and investment mistakes to be aware of that can jeopardize your family’s ability to effectively build wealth. We help cross-border families navigate U.S. tax laws including implications of the Foreign Account Tax Compliance Act (FATCA), reporting of foreign investment income and filing of tax treaty claims.

Wealth Management

We take a planning-led approach to wealth management and because Creative Planning is a fiduciary, we can proudly say that we are committed to always providing advice that aligns with your best interests. And because we work with clients in more than 65 countries, we design each client portfolio to meet your unique currency exposure needs and tax and compliance considerations. We don’t offer proprietary investment products, and we never receive compensation from third parties for our investment advice.

Valencia Spain
Couple reviewing their financial plan

Financial Planning

At Creative Planning, we believe a strong financial plan is the foundation on which financial success is built. So your plan will be tailor-made just for you. Whether you are living abroad temporarily or planning to retire abroad, we’ll take into consideration the financial complexities and tax implications to help make sure you can achieve your financial goals. And then as life goes on, we’ll continue to monitor your plan and adjust as necessary for your ever-evolving life and goals.

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“Your wealth works harder when it works together.”

Peter Mallouk

President & CEO, Creative Planning

Serving Clients Nationwide

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50

STATES & ABROAD

Providing financial peace of mind across the globe

$225

BILLION

Combined assets under management & advisement as of December 31, 2021

#1 Ranking

RIA Channel®’s List of Top 100 Wealth Managers (2020)*

$225 Billion

Combined assets under management & advisement as of December 31, 2021

Serving Americans abroad and cross-border families in more than 65 countries.