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Global Wealth Management

KEEPING YOUR WEALTH SAFE WHEREVER YOU ARE.

CROSS-BORDER FINANCIAL PLANNING

At WellAcre Global Wealth advisors we understand that no two situations are alike when it comes to creating a cross-border financial planning strategy. That's why we make sure that each of our clients receives a tailored strategy that considers tax, legal and investments solutions that fit your unique cross-border experience.

UK - US Specialists
The world is becoming a more accessible place to travel and live beyond a single country's border

We specialize in helping those who relocate between the UK and US by navigating and planning optimal tax strategies on arrival, stay and potential departure.

Client Education
It can be challenging to know the nuances of international relocation and how it can affect your finances.

We provide expertise and educational resources as well as an international network of strategic partners.

Caring for loved ones across the pond
You may have moved, but there is still a life you left behind.

We help you navigate managing affairs from across the pond including caring for your aging parents.

The five critical issues that our clients face when considering a cross-border lifestyle

  • How to plan ahead for tax liabilities and reporting.

  • How to invest properly without violating any cross-border compliance laws.

  • How to make sure that retirement planning and wealth building strategies remain efficient and effective.

  • How to make sure that there is a plan in place for expected cross-border inheritances and that one's estate plan is in order. 

  • How to collaborate with UK and US advisors and professionals so that your comprehensive wealth strategy is being implemented, reviewed and executed properly. 

THERE'S NO TIME LIKE THE PRESENT

Let's Schedule a Discovery Call

We offer a complimentary "Get Acquainted" meeting to learn about your goals and see if our services are right for you. Come in for a cup of coffee and a second opinion – both are free.

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© Wellacre Global Wealth Advisors 2020

WellAcre Global Wealth Advisors is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where WellAcre Global Wealth Advisors and its representatives are properly licensed or exempt from licensure.  This website is solely for informational purposes.  Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by WellAcre Global Wealth Advisors unless a client service agreement is in place.