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Thun Financial is now Creative Planning International.

International Wealth Management

Team-based advice for global families and expats.

Woman thinking about her wealth management plan

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
WHY CREATIVE PLANNING INTERNATIONAL

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
COMPREHENSIVE SERVICE FOR ONE SIMPLE FEE

Simple, Transparent Fee Structure

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

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.

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), report foreign investment income and file tax treaty claims.

Ready to get started?

“Your wealth works harder when it works together.”

Peter Mallouk

President & CEO, Creative Planning

Serving Clients Nationwide

U

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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.