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

Contact Us

Complete the form below and someone from the team will be in touch:

HEAD OFFICE

Two Fitzroy Place
8 Mortimer Street
London, W1T 3JJ
United Kingdom

+44 207 396 3200
invest@londonandcapital.com

CARIBBEAN

One Welches
Welches, St Thomas
Barbados
BB22025

+1 246 537 4183
insurance@londonandcapital.com

Barcelona

London & Capital Europe
​Rda. General Mitre
126, 6a Planta
​08021 Barcelona España

+34 938 205 595
invest@londonandcapital.com

The value of investments and any income from them can fall as well as rise and neither is guaranteed. Investors may not get back the capital they invested. Past performance is not a reliable guide to future returns.

Copyright 2022 London and Capital Group Limited.