US Expat resources

The London & Capital Roadmap

By Joshua Moss | 31 Jan, 2022

“Proper Preparation Prevents Poor Performance” the more polite version of the British Army’s “seven Ps”.

Managing a family’s wealth follows the same mantra – the process of understanding your financial situation to formulate a plan to achieve your objectives.

At its core, this plan should act more as a roadmap or an overarching approach, designed to be able to address the almost inevitable changes in circumstances and/or the regulatory environment. As an American living internationally, this approach is even more important as it is a way of dealing with the additional complexity of multiple jurisdictions and currencies.

In this 8-part series, which we will release on a monthly basis, we discuss the key parts of developing and maintaining a roadmap using real life examples with contributions from professional advisers across the private client world.


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