US Family Office

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.

We have specialised in providing tax efficient investment advice, and managing wealth for Americans in the UK, for 25 years. We are one of the few wealth managers who actively welcome US clients and are both SEC (US) and FCA (UK) regulated. A strong track record of long-term investment advice for Americans in UK has allowed us to take a long-term view on behalf of our US clients.

Meet the team devoted to providing you with a specialist and bespoke service


Our offering

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 grants
  • Comprehensive financial advice

 

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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

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Consolidated Reporting

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

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Meet the team

Arrange an introduction

To speak to a member of the US Family Office, please call: 

020 7396 3388

News & Insights

London & Capital's Macro Outlook: 20/20 End of cycle postponed, but vision far from perfect

2019 will be remembered as the year when major central banks staged a significant turnaround in monetary stance. On the back of this, investors have begun to show signs of an acute case of FOMO (fear of missing out) and put cash to work in a way that has not been seen for many years.

Read our Q1 Macro Outlook to hear what our experts have to say

Splitting time: Living both sides of the Atlantic

It’s an attractive premise: in a shrinking world where careers and family life can span continents, why not spend half the year in one place and half the year in another?

This is a luxury which the Duke and Duchess of Sussex are working on to make a reality, but you need not be a royal to make it happen. Whether you are a corporate executive overseeing an international business, an entrepreneur who enjoys the flexibility of residing in two places, or you simply enjoy spending time in two countries, there are many who make this lifestyle theirs.

Read more here