Cross-border families need a financial advisor who understands their unique challenges. Maxim can help you build an internationally portable retirement plan that works no matter where life takes you; and we'll be with you every step of the journey.
We can help you navigate the complexities of a global lifestyle. Key elements of our service include:
We'll help you cut through the confusion of offshore tax havens and complicated investment strategies, lowering your costs and improving the coordination of your global assets.