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Thun Financial is now Creative Planning International.

Financial Advice for Expats and Global Families

Comprehensive wealth management from specialists in international finance.

Woman thinking about her wealth management plan

Team-Based Advice to Navigate the Complexities of Living Abroad

Expats are faced with unique financial challenges and opportunities while living abroad. Whether your move is temporary or you’re making a new home, our specialists manage the intricacies of wealth management for U.S. citizens living abroad, from taxes and investing to estate planning and beyond.

Our Team Serves:

  • American Expats Living Abroad
  • Cross-Border Families
  • U.S. Citizens With a Non-Resident Alien Spouse
  • Foreign Nationals Living in the U.S.
  • American Expats Returning From Abroad
  • U.S. Dual Nationals
  • American Expats Living Abroad
  • Cross-Border Families
  • U.S. Citizens with a Non-Resident Alien Spouse
  • Foreign Nationals Living in the U.S.
  • American Expats Returning from Abroad
  • U.S. Dual Nationals

Advising Clients Around the World

Creative Planning International currently has clients in more than 65 countries across the world. No matter where you’re located, you’ll be matched with a wealth manager who has the best regional expertise for your situation.

For Any Stage of Your Journey

Whether you’re considering an international move, currently living abroad or moving back to America after a stint in another country, our experienced wealth managers will create a road map to help ensure every angle of your international financial life — from investments to taxes and beyond — is covered.

Financial Advice in Your Best Interests

Unlike some brokerage firms that are only bound to a suitability standard, Creative Planning International operates as a fiduciary, offering objective advice that serves to advance your best interests.

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“Your wealth works harder when it works together.”

Peter Mallouk

President & CEO, Creative Planning

Serving Clients Nationwide

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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.