• Tokyo-Mt-Fuji
  • India
  • Copenhagen
  • Expatriate Financial Planning US Citizens
  • Urban-Technology
  • Rotterdam-Netherlands
  • Hong-Kong-at-Sunset
  • Edinburgh-at-Dusk
  • Castle-Hohenzollern

Expatriate Clients

The Alpha Team understands the unique financial needs of individuals and families living abroad. Our international experience as expatriates, coupled with industry knowledge and key contacts abroad, has equipped us to meet the specialized needs of US expatriates, dual citizens, and US citizens with close family members residing in other countries. We currently serve clients who reside in or have recently returned from assignments in Japan, Korea, Canada, Australia, South Africa, and the UK. We also serve clients with next of kin in Europe, Asia and Africa. We understand that even if they don’t live abroad, many clients travel abroad often for work and find themselves in various time zones. We believe that clients value the advisor who understands global financial intricacies and is available to engage with them wherever they are located. Contact us for more information about how our Financial Planning and Investment Management services are uniquely tailored to meet the needs of expatriates and members of the international community.