What we do
We recognise the unique wealth management challenges faced by international Americans and specialise in helping organise their affairs into a coherent global strategy. We create tailored asset allocation frameworks and integrate tax-efficient investment strategies that ensure full compliance across complex family structures, multiple jurisdictions and regulatory frameworks, and provide global reporting regardless of currency or location.
Wealth Planning1
We organise and manage your worldwide assets to deliver a coherent global wealth strategy, understanding your short- and long-term objectives. We translate these into a plan covering US, UK, and European assets, including tax-efficient wealth and pension planning, use of US foreign tax credits, estate planning, access to credit facilities, and support with philanthropy and grants.
Investment Management2
Our investments are structured for efficiency within US, UK, and international laws, using a global, active, and direct approach. We offer US-compliant strategies, multi-currency, multi-asset portfolios, and tax-efficient investments tailored to your preferences, with year-round access to expert insights and events.
Consolidated Reporting3
International legislation and tax rules have significantly increased the reporting burden for US-linked families. Our reporting service will give you a single view of your global wealth and provide the tax reporting information in the correct format for your relevant filing requirements.
At W1M, we work in partnership with you, guiding you every step of the way. We take time to listen and understand your objectives and aspirations to create a wealth plan and investment solution tailored to you.
Setting your objectives
Evaluating your current situation
Creating your wealth plan
Implementing your wealth plan
Ongoing review and reporting
