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Financial Advice and Wealth Management For US Expats

Expert Financial Advice for US Expats

As a US expat, navigating international finance can be overwhelming, but Titan Wealth is here to help. From 401k rollovers and IRA transfers to cross-border tax planning, we provide expert guidance to secure and grow your wealth.

With a dedicated Private Wealth Director, we expertly manage your retirement, investments, and estate planning, giving you confidence in your financial future.

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Solving the Key Financial Challenges for US Expats

What can I do with all my US-based Pensions?

What should I do with a lump sum of cash as an American Expat?

I don't have a financial plan that brings everything together.

Experience the Titan Difference

Becoming a Titan Wealth International client as a US expat means accessing a personalised, expert-driven financial strategy tailored to your unique cross-border needs. From the outset, we pair you with a dedicated Private Wealth Director—an experienced adviser who ensures your financial plan is comprehensive, holistic, and perfectly suited to your situation.

Your Private Wealth Director is your primary point of contact, seamlessly connecting you with specialists across our firm. Whether you need guidance on 401k rollovers, international tax planning, or legal matters, our expert team ensures every aspect of your financial life is managed with precision and care.

At Titan, you’re not reliant on a single adviser for everything. Instead, you benefit from a network of industry-leading specialists focusing on the unique challenges faced by US expats. With Titan, you’re supported by experts who confidently deliver tailored solutions, ensuring your wealth is managed and grown no matter where life takes you.

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I have been an Titan customer for about 5 years. The experience has been really positive. There are frequent communications and updates about your investments, news about new opportunities and it is really easy to communicate with your adviser.

Mário Paixão

21/06/2024

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Popular Services for US Expats

Financial Planning

We offer tailored financial planning for US expats, aligning your investments, tax planning, and retirement strategies to ensure your wealth is optimised and secure, helping you achieve your long-term financial goals.

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Pension Advice

Pension advice and transfers for US expats, including 401k rollovers and IRA transfers, can be complex. We provide expert guidance to manage and transfer your pensions, ensuring tax efficiency and financial security across borders.

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Investment Management

Investment management for US expats requires navigating global markets and tax complexities. We provide personalised strategies to grow and protect your investments, ensuring they align with your financial goals across borders.

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Tax Planning

Tax planning for US expats is complicated by rules like the Foreign Earned Income Exclusion, FATCA, and double taxation treaties. We provide tailored strategies to ensure compliance, minimise liabilities, and protect your wealth across borders.

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Estate Planning

Estate and protection planning for US expats involves navigating international laws and taxes. We tailor strategies to protect your assets and ensure efficient wealth transfer across borders.

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How It Works

Begin with an exploratory chat where you can ask us anything—discover the options available to you, learn what other expats are doing to grow and protect their wealth, and allow us to match you with the perfect adviser for your unique scenario.

Your dedicated adviser will work closely with you to gather all the necessary details, building a complete picture of your financial situation. You can meet with your adviser multiple times if needed, ensuring every aspect of your financial life is thoroughly understood and addressed.

We’ll present a tailored plan that addresses your specific needs and goals. If a specialist is required—whether it’s a lawyer, property expert, tax professional, or pension specialist—our Private Wealth Director will seamlessly incorporate their expertise into your recommendation, offering you an elevated level of service that ensures no detail is overlooked.

Once you’re comfortable with the plan, we formalise the scope of work, ensuring everything is transparent and agreed upon.

With your approval, we swiftly and efficiently put the plan into action, making the process easy and stress-free for you. Our team of specialists will be involved every step of the way to ensure the highest level of expertise.

Your Private Wealth Director will act as your personal financial co-pilot, supported by our team of specialists, providing ongoing support and reminders for important deadlines like National Insurance voluntary payment updates, tax returns, and market opportunities.

As a full-spectrum service, we’re here to help you manage all aspects of your financial life, ensuring you’re always one step ahead.

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