We provide tailored cross-border financial solutions for high net-worth individuals and families that have moved, or are in the process of moving to the United States. Our team of experts will guide you through every step of your financial journey, ensuring a seamless transition and helping you achieve the full potential of your American Dream.
Navigate the complex U.S. tax system with ease, while minimizing tax liabilities in your home country. Our trusted tax partners will help develop tailored tax planning strategies to ensure compliance and maximize your financial benefits.
Seamlessly establish U.S. bank accounts, obtain credit cards, and secure loans with our strong professional connections and understanding of the U.S. financial system. We’ll ensure you have access to the financial services you need.
Experience exceptional client support with our multilingual advisors and dedicated account management. We’ll be there for you every step of the way, ensuring your financial transition is as smooth as possible.
How Whitney & Company’s Bespoke Cross-Border Financial Solutions Empowered the Smith Family.
The Smith family, consisting of John and Jane along with their two children, decided to relocate from London, U.K. to Hartford, Connecticut to be closer to Jane’s family and to enjoy a better quality of life. Whilst their move was well managed through an international relocation and real estate company, as high net-worth individuals, the family faced numerous challenges and difficult decisions in terms of tax planning, investments, and wealth management following their arrival in their new U.S. home.
The family’s assets and investments were primarily denominated in British pounds, exposing them to currency fluctuation risks. Whitney & Company’s advisors developed a strategy to diversify their investments and balance their assets across different currencies, reducing potential risks from exchange rate fluctuations.
Whitney & Company facilitated the process of setting up U.S. bank accounts, obtaining credit cards, and securing loans for the Smith family. Their strong professional connections and understanding of the U.S. financial system allowed the family to access the necessary financial services without any complications.
The Smith family faced the challenge of adapting their wealth management strategy to the new legal and regulatory environment in the United States. Whitney & Company’s team assisted in creating tailored legal structures, such as trusts, to protect the family’s wealth and ensure efficient wealth transfer to future generations. The firm also helped the family develop a long-term investment strategy aligned with their financial goals and risk tolerance.
With Whitney & Company’s bespoke cross-border financial solutions, the Smith family experienced a seamless transition to the United States, confidently navigating the complex financial landscape. They successfully managed their tax liabilities, diversified their investments, and protected their wealth for generations to come. The family was able to focus on settling into their new life and enjoying the full potential of their American Dream, knowing their financial future was in good hands.