Contact Us
We’re here to help you retire happier. Fill out the form below or contact us to get started.
Send Us a Message
Contact Information
Phone Number
Office Address
500 West Putnam Ave, Ste 400
Greenwich, CT 06830
United States
Mailing Address
228 Park Ave S, #51430,
New York, NY 10003
Apply for a 30-minute Introductory Call
If you are a successful British expat in America with at least $1M net worth, apply for your introductory call with a US/UK specialist using the link 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.
