大咖福利影院

Expat Wealth Management Services (EWMS) supports globally mobile clients, foreign nationals, and U.S. expats who need clear, compliant strategies for assets tied to the United States. Led by David Clark (licensed wealth manager), we focus on practical, cross-border retirement planning so you can protect, coordinate, and access U.S. accounts from overseas.

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Who we help

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Foreign nationals with U.S. retirement plans or brokerage accounts

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U.S. citizens/dual nationals living in the UK, EU, LATAM, and Asia

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Cross-border families with non-U.S. spouses or heirs

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What we do

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Options to consolidate 鈥渟tranded鈥� 401(k)/403(b)/TSP/IRA accounts

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Roth-conversion timing mapped to local tax years and currency moves

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Treaty-aware distribution planning (residency, W-8BEN, foreign tax credits)

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FX exposure review and simple hedging approaches for retirement income

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Custodian de-risking for foreign addresses and change-of-residency cases

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Estate and beneficiary coordination across civil-law/common-law systems

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Introductions and coordination with U.S.-licensed advisors/CPAs when needed

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How we work

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Flat-fee, strategy-first planning (no product sales)

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Written cross-border playbooks with milestones (pre-move, year 1, years 2鈥�5, 59陆, RMDs)

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Remote meetings across time zones; collaboration with your tax and legal team

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Outcome

Clarity, compliance, and better after-tax decision-making across jurisdictions.

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Disclaimer

EWMS provides educational planning and coordination services. We do not provide U.S. investment advisory services or tax/legal advice. Implementation and any U.S. transactions are completed by clients directly with custodians or through their chosen U.S.-licensed professionals. Services are delivered under appropriate local licensing where required.