Our Services
Foreign National Planning
Cross-Border Solutions. Personalized Wealth Strategies.
Foreign nationals face unique financial and legal challenges when it comes to protecting assets, transferring wealth, and planning for the future in the U.S. From tax exposure to estate distribution, proper planning is essential to avoid costly surprises.
Tailored Strategies for International Clients
Whether you live in the U.S. part-time, own U.S. assets, or have beneficiaries here, we help you navigate the complex rules surrounding estate and tax planning for foreign nationals.
Our Services May Include:
- U.S. Estate and Gift Tax Planning
- Cross-Border Trusts and Asset Protection
- Life Insurance Solutions for Non-U.S. Citizens
- Tax-Efficient Wealth Transfer Strategies
- Planning for U.S.-Based Real Estate or Business Holdings
- Coordination with International Advisors
Who We Help:
- Non-resident aliens (NRAs) with U.S. assets
- Resident aliens on work or investor visas
- Families with dual citizenship or mixed residency
- International business owners and investors
Why It Matters:
Without proper planning, foreign nationals may face estate taxes as high as 40% on U.S. assets—with fewer exemptions than U.S. citizens. Our team works to preserve your wealth and provide clarity across borders.
OUR MISSION
Our mission is to empower individuals and businesses by providing tailored insurance and financial solutions that safeguard their future and support their growth. Through a commitment to integrity, expertise, and personalized service, we aim to build lasting partnerships with our clients, ensuring peace of mind and financial stability in every stage of life. We strive to deliver innovative strategies and comprehensive coverage that protect what matters most, while helping our clients achieve their financial goals with confidence and clarity.
Why Choose Us?
Why choose us? We offer more than just insurance and financial services—we provide peace of mind through personalized solutions that fit your unique needs. With a commitment to transparency, integrity, and customer-centric service, we prioritize your goals, offering expert guidance every step of the way.
