Managing Wealth for Global Citizens and Expatriates

Living a multinational lifestyle as an expat has many wonderful benefits, but it also brings with it some unique challenges. The complexity of managing one’s financial wealth and wellbeing tops this list of challenges.

Maxim Global Wealth Advisors provides holistic expat wealth management solutions to families with ongoing U.S. tax reporting. We are an independent, boutique firm specializing in the investment and tax issues unique to families with U.S. and international ties.

We design investment programs to comply fully with U.S. and international tax laws, while focusing on optimizing the efficiency and coordination of assets in order to maximize returns and preserve capital.

Our expat investment experts possess the highest industry credentials and provide an integrated approach to wealth management that combines:

• World-class global investment programs
• American expat and Permanent U.S. Resident tax planning
• Personalized expat retirement planning and financial consulting
• Administrative support focused on the special needs of multinational families

Our managing partners maintain specialized expertise in global investing and international tax planning and are committed to meeting the needs of multinational individuals, a niche that remains underserved by large financial supermarkets.

Like you, we realize that there’s more to life than money, but you’ve worked hard to get where you are and you want to be prudent about your future. We can help.