Our International Team
Creative Planning International has a dedicated team of wealth managers and financial planners who work with American citizens abroad and international families in more than 90 countries.
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.
Services Offered
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
Meet the International Team
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