Top cross-border & expatriate issues financial advisors
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
If you live or work across countries, or plan to move abroad, you need an advisor who understands how different tax systems, retirement plans, and legal rules interact internationally. Without this expertise, you risk costly mistakes like double taxation or missed reporting requirements.
- Tax treaty navigation. Confirm how they use tax treaties to reduce or eliminate double taxation on your income.
- Retirement account coordination. Ask how they manage contributions and withdrawals across multiple countries’ retirement plans.
- Compliance with reporting rules. Ensure they help you meet foreign asset and income reporting obligations to avoid penalties.
- Currency and investment strategy. Discuss how they handle currency risk and investment choices suitable for expatriates and cross-border clients.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Christopher M
Series 63, Series 65
New York, NY
Mittleman Value Partners LLC
Christopher Mittleman specializes in cross-border and expatriate financial issues, leveraging 18 years of experience and a concentrated, long-term value investment strategy that includes domestic and foreign equities. Based in New York, his independent firm serves high-net-worth clients with discretionary management, performance-based fees, and expertise in handling private funds and retirement accounts, distinguishing him from advisors with broader or less specialized approaches.
Experience: 18 years
Avg account: $259,969
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Laura T
Series 63
Menlo Park, CA
International Asset Management
Laura Thomas specializes in cross-border and expatriate financial issues, serving U.S. expatriates and non-U.S. residents with U.S. investment accounts. Her firm, International Asset Management, offers discretionary portfolio management and financial planning with a global investment approach that includes currency hedging and tax considerations. She provides flat-fee financial planning and has nine years of industry experience, distinguishing her from advisors with different fee structures or less international focus.
Experience: 9 years
Avg account: $910,548
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Kautilya P
Series 65
Newark, CA
Cow Capital Inc
Kautilya Palaypu specializes in cross-border and expatriate financial issues, offering expertise in retirement plans for business owners and alternative investments, which suits clients navigating international tax and retirement complexities. Based in Newark, CA, he provides flat-fee financial planning and independent advice through Cow Capital Inc, serving individuals and high-net-worth clients with a focus on both traditional and alternative assets.
Experience: 3 years
Avg account: $0
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Eric D
Series 65
New York, NY
WealthUnite Advisors, LLC
Eric Diandrea specializes in cross-border and expatriate financial issues, particularly for U.K. expatriates in the U.S., with nine years of experience and a Series 65 designation. His firm, WealthUnite Advisors, focuses on international pension arrangements like QROPS and SIPPs, offering flat-fee services and non-discretionary advice, which may appeal to high-net-worth clients seeking tailored pension transfer guidance.
Experience: 10 years
Avg account: $1,314,323
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Robert M
CFA®
Miami, FL
Mori Huston Partners
Robert Mori specializes in cross-border and expatriate financial issues, leveraging 15 years of experience and a CFA® designation to assist high-net-worth clients with tax coordination and offshore company setup. His firm offers flat fees for specific services like trust protection and tax filing coordination, distinguishing him with a transparent fee structure and a focus on individualized investment policies and active asset allocation.
Experience: 15 years
Avg account: $3,052,723
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