Wealth Migration

At AWM, we strive to help you navigate financial and life adjustments of any magnitude, whether it’s a change of career, location, marriage / divorce, coping with the loss of a loved one, or planning your retirement, children’s education, or the following generation’s inheritance.

Our specialty is manifested when those transitions take you across borders. Whether you are traveling, working, living or wish to retire outside the country, our global wealth management group can help you manage financial complexities around the world. 

AWM is located and registered in the United States, and likewise governed by its laws. We work as a team and cooperate with your legal and tax professionals, or help you assemble resources fitting your specific needs. In everything we do, we commit ourselves to providing the highest level of professional service. It’s our goal to build lasting and personalized relationships based on integrity, trust and confidentiality, focusing primarily on helping you make the best decisions with the greatest benefit.

International real estate

Alongside teams of professionals and specialized consultants, AWM provides counsel on specific challenges, such as structuring international real estate acquisitions, holdings and sales, in order to enjoy asset protections and tax savings. From your initial interest to a profitable divestment, count on AWM to walk you through the complexities of international land and home ownership.

Personal tax liability and residence for tax purposes

In order to ensure it is not viewed by a government as an investor’s main residence, it is important to be cognizant of the length of time spent at holiday homes in foreign countries; unless (of course) the investor seeks to become a tax resident in that country. A number of factors at play can lead to unfavorable personal tax consequences, including the country of primary residence, double application taxation treaties, the nationality of the client, and more. We work with legal specialists in this area who can help prevent undue negative consequences. 

In 2017, AWM Global Advisors was ranked by Advisory HQ as one of the top 10 Wealth Advisors in San Diego. AdvisoryHQ considered at a wide range of factors in the selection process including fiduciary duty, independence, transparency, level of customized service and years of experience amongst others. Details of the selection process can be found in the link below. Firms do not pay a fee to be selected nor are they advised that they are under consideration until after the selection is made. No employees or clients were interviewed during the selection process. Third-party recognition from rating services are no guarantee of future investment success. Working with a highly-rated advisor does not ensure that a client or prospective client will experience a higher level of performance. Methodology for Ranking Top Advisors in the U.S and U.K.