Expats wishing to invest may find themselves stuck between conflicting investment rules of the US and the country where they live. They firms listed on this page can offer advice to expats wishing to invest.
We offer independent advice and personalized solutions for each of our clients based on their individual situation. Our Advisers have a wide breadth of experience working in large multinational firms and will help you feel secure in an environment o
White Lighthouse Investment Management provides fee-only investment management and financial planning services to individuals and families around the world, specializing in serving overseas Americans, especially those in Switzerland.
Cross Border Planning provides financial planning for clients who have obligations to the US and to another country(s). With over 30 years of experience operating from Brussels Belgium, we live the life of Americans abroad and deliver solutions.