US–connected families

SPECIALIST INVESTMENT SERVICES FOR AMERICANS IN THE UK

Being an American living overseas comes with many benefits, but also some challenges, particularly when you are looking for investment advice for Americans in the UK.

Whether you are a US Citizen or Green Card holder living abroad, an expat in the US or a foreign entity with US reporting, we have had a dedicated team looking after international American families since 1989.

We are one of the few wealth managers who actively welcome US clients and are both SEC (US) and FCA (UK) regulated which means we are uniquely positioned to assist global US families with their wealth planning, investment management and compliance reporting across all of their assets.

HOW WE WORK WITH YOU

The US Family Office specialise in helping international Americans organise their affairs into a coherent global strategy, invest their assets for preservation and growth within the various regulatory frameworks and provide clear and concise reporting.

Our all encompassing financial planning process concentrates on both tax optimisation investment strategies and tax efficient structuring.

STRATEGIC FINANCIAL PLANNING

  • US/EU/UK tax efficient investing
  • US/EU/UK pension planning
  • Using US foreign Tax credits
  • Tax planning opportunities
  • Estate planning opportunities
  • Access to Credit Facilities
  • Philanthropy and grant
    • Comprehensive financial advice

INVESTMENT STRATEGY

  • US compliant investment strategies
  • Comprehensive financial advice
  • Tax efficient investment
  • Passive US/UK ETF solutions
  • Actively managed direct stock and bond portfolios
  • Multi-currency investing
  • Multi-strategy and multi-asset class portfolios
  • Focus on capital preservation

CONSOLIDATED REPORTING

  • Calendar year reporting
  • Fiscal year reporting
  • Separation of short and long-term gains
  • Support for your 1099 form
  • $/€/£ FX gains and losses

RESOURCES

Over the past year we have been working on providing you with resources to help you navigate the financial complexities that come with being an American overseas.

Our ‘A United Approach’ podcast sees Robert Paul, Partner and Head of the US Family Office, speak with professionals who specialise in supporting International Americans . Find out more here.

We also launched The Cable in September 2020 to bring you insights from a community of professionals who specialise in supporting Americans. Some initial contributors have been: Mischon de Reya, Mischon Private, Frank Hirth, Buzzcotts, NPT UK, BLM LLP, Deloitte, Accuro Fiduciary, Butler Snow, Wedlake Bell, EY, and of course the London & Capital team.

We will be continuing to build on this resource, adding new content monthly. Sign up here.

 

 

THE US FAMILY OFFICE ADVISERS

Robert Paul Director US Family Office London and Capital Wealth and Asset Management

Robert Paul
Partner & Head of US Family Office

Jonathan Gold Executive Director US Family Office London and Capital Wealth Management

Jonathan Gold
Executive Director

Adam Myers Director US Family Office London and Capital Wealth Management

Adam Myers
Executive Director

Anthony Mcoughlin Director US Family Office London and Capital Wealth Management

Anthony McLoughlin
Director

Nji Lorimer Director US Family Office London and Capital Wealth Management

Nji Lorimer
Director

Jenny Judd Director US Family Office London and Capital

Jenny Judd
Director

 


CONTACT US

The US Family Office is made up of over 30 experienced professionals, dedicated to working with US or US connected families and individuals.

To arrange a meeting contact us here.