Author · CFA, CPA
Helping global families protect and grow their wealth across borders
Featured Book

The first comprehensive guide to personal finance for cross-border families and their advisors. Whether you are an American living abroad or a foreign-born professional living in the U.S., this book addresses the complex interplay of international taxation, retirement account rules, real estate ownership, and wealth management from both U.S. and foreign perspectives.
"An excellent introduction to territory that has for far too long been difficult to navigate."
— Tom Burroughes, Family Wealth Report
"The only book of its kind — a fantastic read on a topic that deserves far more attention in today's increasingly globalized world."
— Christopher Lewis, Goodreads Reviewer
Financial Challenges of a Cross-Border Life
Saving and Investing: Building Net Worth
401(k)s, IRAs, and Retirement Plans
Cross-Border Real Estate Ownership
Cross-Border Taxation Strategies
Global Retirement Planning