Our typical clients have investable assets that exceed $1 million and who receive substantial benefit from our international and cross-border planning services. Our international clients usually have college degrees, are well traveled and read, often are multilingual and have a curiosity about the world we live in.
We typically serve two broad categories of international clients. On the one hand, we provide international financial planning services to non-U.S. citizens who live or want to live in the U.S. or who have assets in this country. On the other hand, we also help American citizens or green card holders if they live or want to live outside of the U.S. or have assets abroad.