Creative Planning
Creative Planning International delivers integrated investment management and cross-border financial planning for thousands of Americans living abroad. We work with both U.S. and non-U.S. citizens in more than 90 countries. From investment management and cross-border tax strategies to estate planning and risk management, our team of international wealth managers can help you keep more of your wealth and remain in compliance with international tax laws. As part of Creative Planning, a leading U.S. independent wealth management firm with more than $354 billion in combined assets under management and advisement*, we serve as a fiduciary, always putting our clients’ interests first.
We work with households having a minimum of $500,000 in U.S.-based investable assets.
Learn more at CreativePlanning.com/International or use the form below to contact them directly.
Contact Creative Planning International
Creative Planning
*Combined assets under management and advisement by Creative Planning and its affiliates as of December 31, 2024. United Capital is an affiliate of Creative Planning.
