Send Us a Message
Schedule a 30-minute Introductory Call
If you are a successful British expat in America with at least $1M to invest, schedule your introductory call with a US/UK specialist using the calendar below. During this time, we’ll get to know you and explore your unique needs.
Here’s How It Works:
- We’ll meet via zoom to talk about your current financial situation and goals.
- We’ll identify your questions, concerns and options.
- We’ll lay out your next best steps.