As featured in the following publications:
The Challenge of Living Between Two systems
Are investment management and tax preparation inhibiting your move abroad or otherwise making life harder for you?
Are you preparing to live outside of the US, either as an expat, immigrant, or digital nomad? Or are you already there? Either way, you will want to consider how best to meet your unique financial needs.
In the past, US expats were limited to working with financial consultants who lacked the depth of knowledge needed to manage their finances while living abroad. Unfortunately, those relationships are often quite costly.
Cross Border Wealth Advisors is specialized to help US citizens living abroad efficiently manage their finances while planning for:
- Different tax systems
- Double taxation concerns
- Investment restrictions and reporting requirements
- Currency and long-term planning decisions
Most advisors only understand one side. I help you coordinate both.
The rewards of working with a Cross-Border Certified Financial Planner® and IRS Enrolled Agent add up!
Coordinated investment and tax planning
Strategies to reduce taxes over time
Better decision-making across retirement, income, and investments
Fewer surprises when filing taxes
Who I work with:
- Americans currently living in Spain
- Individuals planning to move to Spain
- Dual residents navigating taxes in both countries
- Retirees managing IRAs and brokerage accounts from Spain
- Professionals with U.S. investments living abroad
Cross-border experts make the difference.
Good financial advice can potentially increase your investment returns, as compared to those who don't seek advice. Behavioral coaching alongside market knowledge makes all the difference.
At Cross Border Wealth Advisors, we are a multilingual team with a unique set of skills and qualifications. Our founder, Victor Gersten, is both an Enrolled Agent and a Certified Financial Planner®.
We have several strategic partnerships, including a special relationship with Charles Schwab. At the same time, we are an independent advisory firm with fiduciary responsibility. This means that we are legally bound to work only for you, the client, and not in the interest of any investment bank or third party.
Working with us gives you access to:
- Referrals to qualified professionals in specialty areas who understand your needs
- Help managing your investments from abroad
- Customized tax planning, recommendations, and resources
We take an educational approach that supports your making the behavioral changes you need to meet your goals. We provide personalized attention to your unique situation through frequent meetings and timely responsiveness.
While you work with us, everything will be organized comprehensively through proprietary software, which makes the process easy and transparent.
If you’d like to know more, schedule a free consultation with us.
Stay up to date with the latest in taxes and wealth management for Americans in Spain!
Cambria Swanson Living Abroad as an American Retiree Over 5.5 million Americans now live abroad, and that number continues to grow...
You’ve moved to a new country and you are faced with challenges left and right. Every day, you tackle something...
You have decided to move to Europe and begin a life anew. It is something that you've been thinking of...
