UK
US
PACK YOUR PORTFOLIO
Already abroad? Bring your wealth together.
A new role, a growing family or a longer stay can change what you need from your finances. Review the arrangements you have today against the life you want next.
WEALTH WHILE LIVING ABROAD
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.
Review my international finances ↗US$1.5m+ investable wealth or US$50k+ monthly income.
One view across borders
Bring pensions, investment accounts, cash and commitments into one picture, with the purpose of each clearly understood.
Investments that reflect your life
Review concentration, currency exposure, provider access and whether your plan still supports your objectives.
Prepare for the next chapter
Plan for a return home, retirement or a move to a third country before your next deadline arrives.
PREPARE FOR YOUR CONVERSATION
Start with a clear picture.
- Countries where you live, work or hold assets
- A high-level account and pension inventory
- Current savings and household spending
- Your next major life or location change