How we help you

Whether you’re looking ahead or managing existing wealth, get invaluable guidance shaped by real cross‑border experience to help you stay organised, compliant, and in control.

Plan your future

and benefit from cross-border experience

Work with experienced professionals who can help you navigate all the complexities of cross-border living, seeking to ensure you have a coherent plan for whatever comes next.

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Manage your wealth

and minimise your tax burden

Get the professional support you need to manage your assets wherever they’re held, and grow your wealth while avoiding the tax traps unique to expats in America.

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Real expats, real results

When you’ve left everything familiar behind to build a life in America, your financial planning needs to work harder. See how our cross-border experience has transformed messy, stressful situations into coherent plans that help expats sleep at night.

Why choose us?

In our latest client survey...

0

of respondents believe that working with us has helped or will help them achieve their financial goals.

0

of respondents would recommend us to their friends, family, or colleagues.

0

of respondents were either very or mostly satisfied that we understood their needs and goals.

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Knowledge bank

Navigate the unique financial challenges of expat life with the help of our free resources. From pensions to tax planning and more, discover insights designed specifically for Brits in America.

Blogs

23 Mar 2026

5 important financial issues you need to consider if you are moving from the UK to the US

Podcasts

Episode 78

Oil Shocks, Dollar Moves and Private Debt: What Expats Should Watch Now
Play

Guides

Opportunities & Landmines Checklist

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    646 201 4865
    Greenwich, CT

    Any testimonials were provided by current clients. The clients were not compensated, nor are there material conflicts of interest that would affect the given testimonies. The testimonies may not be representative of the experience of other current clients and do not provide a guarantee of future performance, success or similar services.

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