US CONNECTED FAMILIES
“International American families are wildly under-served by a wealth management industry that has become ever more provincial.
We have built the US Family Office specifically to help these families co-ordinate their global wealth from a financial planning, investment management and tax reporting perspective.”
Robert Paul
Partner & Head of US Family Office
OUR APPROACH
The US Family Office specialises 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
We organise and manage our clients’ worldwide assets, delivering a coherent and global wealth and investment strategy.
- US/UK/EU tax efficient financial planning
- US/UK/EU pension planning
- Using US foreign tax credits
- Tax planning opportunities
- Estate planning opportunities
- Access to credit facilities
- Philanthropy and grants
INVESTMENT STRATEGY
Our clients’ portfolios are managed to achieve their long-term goals in-line with their risk tolerance.
- US-compliant investment strategies
- Multi-currency investing
- Multi-strategy and multi-asset class portfolios
- Focus on capital preservation
GLOBAL REPORTING
We provide consolidated reporting across all our clients’ UK, US, European and offshore assets.
- US calendar year reporting
- UK and Europe fiscal year reporting
- Separation of short and long-term gains
- 1099, 3520, FBAR information
- £/$ FX gains and losses
WORKING WITH INTERNATIONAL AMERICANS
OUR RESOURCES
Here is a collection of resources to help you navigate the financial complexities that come with being an American overseas.
A UNITED APPROACH PODCAST
Robert Paul, Partner and Head of the US Family Office, speaks with professionals who specialise in supporting international Americans. Find out more here.
THE CABLE
Launched in September 2020, The Cable has been created as a resource to help Americans in UK and Europe navigate the complexities and challenges of living overseas, particularly when you are looking for investment advice.
