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Why Choose Us

Holistic Financial planning & investment management

Our process starts by considering your entire asset base and income, the Double Taxation Agreement
between the US and your country of residence, and your goals, preferences, and constraints. We then
create a holistic, tailored financial plan to help guide you towards your goals. Our services are best
suited to long-term relationships where we add significant value and benefit to our clients’ financial
security and lifestyle. As a US Registered Investment Advisory firm, we are fiduciaries and have a legal
obligation to act in our clients’ best interests.

WE HELP YOU GET READY FOR YOUR LIFE ABROAD

RETIREMENT PLANNING

TAX OPTIMIZATION

INVESTMENT MANAGEMENT

FINANCIAL PLANNING

FINANCIAL PLANNING

We provide our clients with proactive, concrete, and actionable advice that is grounded in our financial planning process. Using our financial planning software, Right Capital, we build a financial profile of each of our clients and then incorporate their goals around retirement, travel, college expenses, healthcare, long-term care, and charitable giving. Our advice focuses on a few key concepts:

Organization – We help you collect and structure all your financial information.

Consolidation – We want to ensure you have an all-in-one view for your financial life.

Simplification – Your planning shouldn’t be overly complex or require multiple experts to explain


Within Right Capital, we build cash flow models and distribution strategies that optimize our clients’ tax efficiency, taking into account both their local and US tax liabilities. We want our clients to be able to
make data driven investment, budgeting, and planning decisions with confidence.


After developing a financial plan with us, we hope our clients have a clear picture of where they are headed, and why, with far less anxiety around their future abroad.

Investment philosophy

Our investment recommendations are aligned with our financial planning process. Your portfolio is constructed, along with your plan, to help you reach your goals and maximize your return for your level of risk.


We use a variety of investment strategies that are rooted in the principles of cross-border planning. For our clients in retirement, we focus on both risk mitigation and tax efficiency, while for our clients still focused on accumulation, we focus on growth and tax optimization.


Our recommendations frequently include individual stock portfolios, government bonds, US-domiciled ETFs, and private investments. We tailor our recommendations to each client’s individual risk profile, preferences, constraints, and tax situation. We are happy to accommodate ESG and ethical considerations in our portfolios at our clients’ request.


We view investing as only one piece of the financial planning puzzle and not the driving force in the service we offer.