EXPLORE. INVEST. THRIVE.
Founded in 2012, we are a global team serving an international client base. Our vision is to be our clients’ most trusted advisors in all areas of their financial life. From wealth management to financial planning & U.S. tax compliance: we are the experts.
No more juggling advisors or trying to do it all yourself with the time you don’t have.
We offer an integrated approach to investment management, financial planning and U.S. international tax compliance to help our clients around the world plan ahead, build wealth, and stay informed.
Our Services
We specialize in the following areas:
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Investment Management: Full management of U.S. based investment accounts along with organization of assets, accounts, pensions, property, etc. located globally.
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Financial Planning: Define goals, set savings and spending plans. Our clients know they are on the right path to the future they want.
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In-house U.S. Expat Tax Preparation: Professionals employed abroad, entrepreneurs & business owners abroad, families with global assets in need of U.S. tax reporting.
Dutch & U.S. Tax Law: What U.S. Expats Need to Know
By Kaitlin M. Krozel, CPA | | 4.11.26 As featured in Passport to Wealth You may have moved to the Netherlands for the cana
New Trump Child Accounts – What Parents Should Know
What is a “Trump Account”? A Trump Account is a new federal savings account created for children. It is designed to give kids a long-term investment acco
Serial Acquirers vs. Dollar Cost Averaging Investors: A Tale of Two Strategic Minds
We encourage our clients to use dollar cost averaging to achieve their financial planning goals. Read more about dollar cost averaging in the article