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Our specialized guides help US-connected global citizens navigate the complexities of overseas wealth management

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401(k) and IRA Challenges for Non-US Residents
UK Pension Challenges for US Residents
Cross Border Wealth Brochure | Wealth Management Without Borders
401k PDF Guide
UK Pension PDF Guide
Global Wealth Management PDF Guide
Cross-Border FAQ PDF Guide

We are specialists in overseas
wealth management

Cross Border Wealth is a US-based investment advisory firm focused on providing specialized overseas wealth management solutions to US-connected global individuals and their families. 

This can include international pension management, tax planning, investment management, retirement planning, estate planning, all of which take into account the unique complexities that come with managing assets and financial interests across different countries.

Headquartered in New York, with global presence spanning the United States, Middle East and Asia, our cross-border wealth management specialists are near you wherever your financial pursuits take you.