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Financial Planning and Wealth Management for U.S. Expats

At MWC Group, we specialize in investment management and financial planning for U.S. citizens living abroad and non-U.S. citizens residing in the USA. Our experienced financial advisors understand the unique challenges faced by expatriates and provide personalized solutions to help you achieve your financial goals.

Key Considerations for U.S. Expats with U.S. Assets

  • Global Diversification: We optimize your investment portfolio to ensure diversification across international markets.

  • Currency Transfers and Hedging: Managing currency risk is crucial when dealing with assets in different countries.

  • Pension Optimization: We help you navigate pension plans, including understanding how they work and their tax implications.

  • Social Security: Maximize your Social Security benefits while living abroad.

  • Annuities and Tax-Deferred Accounts: Strategize retirement income from various sources.

  • PFIC Reporting: If you hold Passive Foreign Investment Company (PFIC) assets, we guide you through reporting requirements.

  • FATCA and FBAR: Understand your obligations under the Foreign Account Tax Compliance Act (FATCA) and Report of Foreign Bank and Financial Accounts (FBAR).

  • Cross-Border Estate Considerations: We address estate tax implications and inheritance planning across borders.

  • Wills and Trusts: Ensure your assets are protected and distributed according to your wishes.


Why Choose MWC Group?

  • Specialization: Our advisors focus exclusively on expatriate financial planning.

  • Holistic Approach: We consider your entire financial picture, including retirement, investments, and tax implications.

  • Global Network: MWC Group collaborates with cross-border professionals to address complex financial planning concerns.

  • Personalized Service: You deal directly with experienced advisors who hold the highest professional credentials.

Contact Us

Ready to navigate the intricacies of U.S. expat finances? Reach out to MWC Group today for a consultation. Let us guide you toward financial success, wherever in the world you call home.

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