International Wealth Management
Team-based advice for global families and expats.
A Wealth of Financial Expertise With a Global Reach
At Creative Planning International, we offer full-service, comprehensive wealth management for global families and expatriates. Our in-house team of CERTIFIED FINANCIAL PLANNER™ practitioners, CPAs, attorneys, investment specialists and insurance professionals works together to integrate all aspects of your financial life into a comprehensive, actionable plan.
Services for All Elements of Your Financial Life
Investment Management
Cross-Border Tax Strategies
Estate Planning and Trusts
Retirement Planning
College Planning
Risk Management and Asset Protection
Why Creative Planning
Your Best Interests. Always.
Creative Planning International delivers our services with special consideration for the unique legal, tax and personal issues confronting Americans abroad. As a fiduciary, we’re legally bound to provide advice in your best interests. Matters we commonly advise on include:
- Currency Exposure Management
- Tax and Planning Implications of Non-U.S. Citizen Spouses
- Investing in Foreign Mutual Funds
- Self-Employment Tax and Investment Issues
SIMPLE, TRANSPARENT FEE STRUCTURE
A Wealth of Services for One Simple Fee
We charge a straightforward fee based on the assets we manage on your behalf. This approach helps ensure our interests are aligned with yours. We succeed when you succeed.
- Comprehensive Wealth Management
- Money Management and Financial Planning
- Ongoing Financial Advice
- Navigating Foreign Tax Laws
AMERICANS ABROAD
Services That Support Americans Abroad
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.
GLOBAL FAMILIES
Comprehensive Advice for 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 (such as the Foreign Account Tax Compliance Act, or FATCA) and provide guidance on global investment income reporting and tax treaties.
Ready to Get Started?
If your household has more than $500,000 in investable assets, we'd love to talk about next steps.
Schedule a free, no-obligation meeting with our team today.
