Wealth Management for Foreign Nationals

Foreign nationals residing in or investing in the United States face a distinct set of financial planning considerations — from US tax treaty provisions to estate tax exposure on US-sited assets. AWM Global Advisors provides objective, fiduciary guidance designed for non-US persons navigating these requirements.

• US tax treaty analysis — income, estate, and gift tax treaty provisions
• Non-resident alien (NRA) investment account structuring
• US estate tax exposure on US-sited assets
• Cross-border estate planning — US and home-country coordination
• Visa and residency change planning — financial implications of status changes
• International portfolio management for US-based accounts