Wealth Management for International Americans

For decades, we’ve helped US citizens and those with US ties grow and preserve their wealth through a seamless, borderless approach linking US and international assets — whether you live in the UK, Europe, or the US.

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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.

What we do

Our services

We design tailored asset allocation and tax-efficient strategies, ensuring compliance across complex family structures, jurisdictions, and regulations, with global reporting in any currency.

An introduction to W1M

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.

How we work with you

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

An introduction to W1M and establishing your wealth and life objectives and aspirations.

Evaluating your current situation

Reviewing your current affairs and evaluating the best options for you. Translating your priorities and goals into practical financial objectives based on your situation, attitude to risk, time horizon, investment and sustainability preferences. Cash flow planning to forecast for your future. Tax and pension analysis.

Creating your wealth plan

Presenting your integrated wealth and investment plan – how it will work for you today and in the future.

Implementing your wealth plan

Once you’re comfortable with our proposed solutions, we will start implementing your wealth plan with you. Agree on the recommendations for investment, set up tax efficient portfolios and invest according to your investment strategy.

Ongoing review and reporting

Access to a dedicated team. Ongoing wealth management and regular reviews and meetings. Consolidated reports across US, UK and European assets. Access to client portal and app. Access to full service offering at W1M.

The challenges of expat Americans

Coordinating silos

Too often, investments across the world are treated as if they are mutually exclusive. Each account is treated as a separate silo with no one taking a step back and thinking how it all fits together. For an international American family, treating each investment account in isolation doesn’t work: there should be a single global strategy in place, marrying asset allocation and currency allocation and ensuring compliance with various tax regimes.

Thinking globally

This might seem like a fairly obvious thing to say however this is not to do with the individual assets bought but more how they are managed. As wealth managers of international families we must look globally and understand the implications of our investment decisions in every reporting country. Is that Dollar loss really a Sterling gain?

Consolidated reporting

US information talks in USD and on a calendar year basis but the UK reports in GBP from the 6th – 5th April. At best a UK accountant will have a good knowledge of the US and know what they are looking at, at worst this will be completely alien. International American families need knowledgeable and experienced advisers and consolidated reporting information on all their assets in the correct format for both the US and UK tax filings, saving time, cost and complication.