Our wealth management advantage and differentiator is in addressing your unique needs as an American living abroad.
Why expats should invest with us
The financial issues faced by American expatriates differ from those of Americans living in their home country in certain very important respects. Investment account management, taxation, estate planning, currency transfers and hedging, as well as global investment diversification are important considerations for US citizens living abroad and only a financial advisor that specializes in such issues will be able to help.
Our wealth management exclusive partner IAM understands expatriate issues because their advisors have many years of expat experience themselves and because IAM has always specialized in American expatriate clients. They are members of a global network of financial planners and have also developed a network of cross-border specialists in complementary financial fields such as taxation, insurance, banking, and estate planning, so that together we can offer comprehensive cross-border financial services to our clients.
We encourage you to arrange for a no-fee, no-obligation, consultation with an IAM expatriate advisors to discuss your specific financial circumstances.
A holistic approach
Today’s economic, financial and tax landscape has become increasingly complex for expats, and an approach to investment management that considers your entire financial picture leads to clearer and more confident financial decisions. That’s because every financial decision — from your investment choices to financing a home, saving for retirement, funding a child’s education, securing a comfortable retirement, planning your legacy or business planning — also carries important tax implications.
Making financial decisions in a silo that ignores important components of your overall financial picture can lead to unintended consequences and ineffective outcomes.
We believe all aspects of your financial picture should be given equal emphasis, including the impact of taxes on both short- and long-term financial decisions. That’s the reason we believe in a holistic approach; a comprehensive approach to total wealth management.
A few people may stumble into financial security. But for most people, the only way to attain financial security is to save and invest over a long period of time. You just need to have your money work for you. That’s investing. And we can help.
Why choose us?
Choosing someone to help you with your investments is one of the most important investment decisions you will ever make. We have a 360-degree view of your tax and financial picture. We can assess every aspect of your financial situation and develop a detailed strategy to help you attain your goals. Before you get started, we can discuss what services we will provide you and at what cost. You, on the other hand, can remain focused on your career, life and family as an expat.
What Our Expat Clients Are Saying
Tax Samaritan did a great job for my most recent tax year, efficient and on time. I have used two other companies online before but Randall’s personal touch and advise outshines all others. You won’t be disappointed if you engage with Tax Samaritan!
— David W
JALPAIGURI, INDIA
Tax Samaritan is excellent to work with. They worked through some complicated issues and have been professional all the way. I highly recommend them to anyone, especially expats. They understand how complicated it can be.
— Paul K
COLORADO, USA
Talk To An Expert
Ready to start saving money on your taxes? Please click the button below to talk to one of our expat tax experts. We are also available to discuss any other tax or planning concerns you may have.
