Thun Financial is now Creative Planning International
Providing investment management and financial planning services
to cross-border investors and Americans abroad.
About Creative Planning
Our team of international wealth managers understands your cross-border needs because we have lived your experience. Many of our team members have lived abroad, are immigrants to the U.S. and are members of mixed nationality families. We understand the frustration of managing finances across borders and provide solutions and guidance you need, helping you achieve your financial goals and enjoy a richer way to wealth.
- Comprehensive Cross-Border Wealth Management
- Wealth Management for U.S. Expats Subject to U.S. Citizenship Based Taxation
- Cross-Border Trust and Estate Planning
- Cross-Border Financial Planning
- Cross-Border Retirement Planning
- Multi-Jurisdiction Tax Strategy
- International Insurance Planning
- Access to U.S. Brokerage Services for Non-U.S. Residents