A Wealth of Services
All In-House
Providing investment management and financial planning services for American expats and cross-border families around the world.
Services for American Expats and Cross-Border Families Living Inside and Outside the U.S.
Creative Planning International is a wealth management firm that empowers Americans living abroad to achieve their financial goals. We specialize in helping expats and global families manage their wealth and plan for their financial futures.
Wealth Management
Optimizing your investments, taxes and estate to work together and remain in compliance with international laws.
Financial Planning
Customized expat financial advice with consideration for the unique financial issues faced by global citizens.
Investment Management
No standard portfolios. No set-it-and-forget-it plans.
Strategic Tax Planning
Smart tax strategies to help you keep more of what’s yours.
Thun Financial is now Creative Planning International
Providing investment management and financial planning services
to cross-border investors and Americans abroad.
