UK
US
PACK YOUR PORTFOLIO
Plan your move. Prepare your wealth.
Get the financial decisions into the right order before you leave. A destination is only the start of an international wealth plan.
PRE-MOVE PLANNING
A conversation built
around your plans.
Tell an International Wealth Planner what you want to achieve. Start with the initial financial criteria, then request a personal consultation.
Plan my move with a wealth planner ↗US$1.5m+ investable wealth or US$50k+ monthly income.
01
Your destination shortlist
Compare residence routes, family needs, healthcare and the real annual cost of your preferred locations.
02
Your departure strategy
Review residence dates, investment accounts, pensions and business interests before making irreversible decisions.
03
Your financial plan abroad
Set a cash reserve, align investments with future spending and plan for a return or another move.
PREPARE FOR YOUR CONVERSATION
Start with a clear picture.
- Expected departure and arrival dates
- Current country of residence and intended destination
- Pensions, investment accounts, property and business interests
- Schooling, healthcare and family commitments