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:

• Customized, globally diversified investment portfolios
• International tax strategies
• 401(k), stock options, and company benefits
• Global real estate consulting
• Currency management
• Administrative support to get things done

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.

As your independent partner, we deliver unbiased financial advice to meet your needs. We can help you achieve more.