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.
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.
We provide expertise and educational resources as well as an international network of strategic partners.
We help you navigate managing affairs from across the pond including caring for your aging parents.
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.
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.
© 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.