International Wealth Services
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.
Thun Financial is now Creative Planning International
Providing investment management and financial planning services
to cross-border investors and Americans abroad.
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.
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.
