International Wealth Management
Team-based advice for global families and expats.
All the expertise. All the advice you need. All in-house.
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 International Life:
- Investment Management
- Cross-Border Tax Strategies
- Estate Planning and Trusts
- Retirement Planning
- College Planning
- Risk Management and Asset Protection
- Investment Management
- Cross-Border Tax Strategies
- Estate Planning and Trusts
- Retirement Planning
- College Planning
- Risk Management and Asset Protection
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
Wealth Management for U.S. Expats
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.
Thun Financial is now Creative Planning International
Providing investment management and financial planning services
to cross-border investors and Americans abroad.
