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Are there RIAs doing cross-border business advising International clients in Europe and China?

Feb 25, 2014 by Larry from Jersey City, NJ in  |  Flag
2 Answers  |  5 Followers
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1 vote

Hi Larry,

This a very exclusive field, but the answer is yes, there are.

Personally, I know of one firm that provides customized investment advise to US expatriates in Thailand and throughout Southeast Asia:

Creveling & Creveling Private Wealth Advisory 3 Sukhumvit Soi 30 Khlong Toey, Bangkok 10110 Tel: +66 2 661-2716 Fax: +66 2 661-2724 www.crevelingandcreveling.com

It is likely that they know of firms similar to theirs that provide this same service to international clients in your area - Europe and China. Or, it is possible that they may be able to assist you directly. It is probably at least worth a call to find out.

Best of luck with this!

Jon Castle PARAGON Wealth Strategies, LLC http://www.WealthGuards.com

2 Comments   |  Flag   |  Feb 26, 2014 from Jacksonville, FL
Larry

Hello Jon, thank you for taking the time to respond to my question. To be more clear, I'm inquiring about RIA firms here in the States serving International clients that aren't residing here in the states.

Flag |  Feb 26, 2014 near Jersey City, NJ
John Grant

Thun Financial can handle your request. They specialize assisting US expats and Foriegn Nationals - https://thunfinancial.com/

Flag |  May 01, 2017

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1 vote

Hi Larry,

Keats Connelly (http://www.keatsconnelly.com) is a US-based wealth management firm with a focus on cross-border planning for the US-Canada crowd, but I'm betting they receive inquiries like yours and may be able to refer you to a US firm or two that serves clients in Europe and China. Might be worth a contact to them.

All the best!

Larry

1 Comment   |  Flag   |  Feb 26, 2014 from Clackamas, OR
Larry

thank you

Flag |  Feb 27, 2014 near Jersey City, NJ

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