US Family Office

Specialist investment advice for American Expats in 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 UK. Not least, how to ensure your financial affairs are working at their optimum. We have specialised in providing investment advice for Americans in UK, tax efficient investing for Americans in London, and managing wealth for US investors 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 American expats in UK has allowed us to take a long-term view on behalf of our US clients. We provide tax efficient investing for US expats in London and comprehensive financial advice for American expats in UK.

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Arrange an introduction

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

020 7396 3340

 

International Wealth Management

Executive Director, Robert Paul, explains how only when you look at your assets as a whole are you truly able to maximise your wealth.

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Wealth Management for American Citizens in the UK Services.

Strategic Financial Planning

We can provide financial advice for American citizens in UK, organise and manage our client’s worldwide assets, and deliver a coherent, global investment strategy for our US clients.

Our services 

  • US/EU/UK tax efficient investing for Americans in London
  • 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 for American Citizens in the UK

Investment Strategy

Our investment management is structured to comply with US regulations so that they do not attract highly disadvantageous tax implications. The biggest challenge is to avoid investments classified as Passive Foreign Investment Companies (PFICs) and Controlled Foreign Corporations (CFCs). Strong and successful investment strategies can be undermined by tax and reporting costs.

Our focus

  • US compliant investment strategies
  • 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
  • Comprehensive Financial Advice for Americans in UK
  • Tax efficient investment for for US expats in London

Consolidated Reporting

Legislation such as Hire Act and FATCA have significantly increased the reporting burden for US and US-linked citizens. We provide consolidated reporting across all our clients UK, US and offshore assets to simplify and unify this process so clients can refer to just one point of contact who understands their financial planning situation in full. Comprehensive  financial advice for American expats in UK.

Our services

  • Calendar year reporting
  • Fiscal year reporting
  • Separation of short and long-term gains
  • 1099
  • $/€/£ FX gains and losses
  • Detailed reporting and financial advice for Americans in UK

Meet the team