Financial Services for US Expats

US citizens living abroad face ongoing US tax filing obligations regardless of where they reside, along with complex reporting requirements for foreign financial accounts and assets. AWM Global Advisors provides financial planning specifically designed for expats navigating these obligations while building and managing wealth internationally.

• FBAR (FinCEN 114) and FATCA (Form 8938) compliance coordination
• Foreign tax credit optimization and treaty analysis
• International investment management — cross-border portfolio structure
• US retirement account planning while living abroad
• Cross-border estate planning — US and host-country considerations
• Repatriation planning — financial transition back to the US