Top advisors focused on cross-border & expatriate issues in the US
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 in more than one country, or plan to move abroad, you need an advisor who understands the complex tax and legal rules that cross borders. Without this expertise, you risk costly mistakes like double taxation or missing important reporting deadlines.
- Tax treaty knowledge. Confirm they understand how tax treaties between countries affect your income and investments.
- Currency and cash flow planning. Ask how they manage multiple currencies and fluctuating exchange rates in your financial plan.
- Retirement account coordination. Check if they can navigate rules for retirement accounts across different countries to avoid penalties.
- Compliance with reporting. Ensure they help you meet all foreign asset and income reporting requirements to prevent fines.
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 focus on managing private funds, endowments, and retirement accounts for high-net-worth clients. Based in New York, his firm employs a concentrated, long-term value strategy with discretionary investment management, including performance-based fees and leverage, distinguishing him from others by serving a significant non-U.S. and institutional client base.
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, making her well-suited for clients navigating complex tax treaties and currency challenges across countries. Based in Menlo Park, CA, she offers flat-fee financial planning and discretionary portfolio management through International Asset Management, which focuses on U.S. expatriates and non-U.S. residents, emphasizing global investment strategies and currency hedging.
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 is crucial for managing complex international tax and legal rules. 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, setting him apart from advisors with narrower investment scopes.
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 expertise in international pension arrangements like QROPS and SIPPs. With nine years of experience and a Series 65 designation, he offers flat-fee services and independent advice, catering to high-net-worth clients, which distinguishes him from advisors with different fee structures or client focuses.
Experience: 9 years
Avg account: $1,314,323
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Chloe F
Series 66
San Francisco, CA
Fidelity
Chloe Foster specializes in cross-border and expatriate financial issues, bringing over 20 years of experience in international wealth management and retirement planning. Based in San Francisco and affiliated with Fidelity, a large firm, she offers expertise in navigating complex tax treaties and compliance requirements, with additional focus on LGBTQIA clients and divorce financial planning, distinguishing her from advisors with narrower specialties or less international exposure.
Experience: 3 years
Avg account: $234,793
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