Joshua Moss

Associate Director

Josh is an Associate Director within the US Family Office, advising US-connected families and individuals on the management of their wealth across multiple tax jurisdictions. He has extensive experience in working with clients to understand their situations before providing tailored solutions to meet their financial objectives; coordinate their global assets and build tax compliant investment portfolios.

Josh has a large network of professional contacts which provides a joined-up approach across a wide range of matters including cashflow planning, US/UK Estate planning and Immigration.

Josh holds a BA in Economics and is a Chartered member of the Chartered Institute for Securities & Investment (CISI) with the Private Client Investment Advice and Management (PCIAM) qualification, Investment Management Certificate (IMC) and the Diploma in Regulated Financial Planning.