How to find an advisor for international personal finance?

Non-investing personal finance issues including insurance, credit, real estate, taxes, employment and legal issues such as trusts and wills.
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srboisvert
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Joined: Fri Aug 30, 2013 7:38 am

How to find an advisor for international personal finance?

Post by srboisvert »

How can I find a fee only financial adviser with expertise in international situations for personal banking, investing, retirement saving and tax planning? I am a Canadian expat, former UK resident, and immigrant to America (living in Chicago) and will have income and retirement savings coming from multiple countries and uncertainty about where I will ultimately end up. How can I find someone with the expertise to help me with my particular situation?
nun
Posts: 239
Joined: Wed Mar 12, 2008 9:51 pm

Re: How to find an advisor for international personal financ

Post by nun »

Check out forums like

britishexpats.com
uk-yankee.com

there are Canadian forums too.

There are some small companies that specialize in cross-border tax between US/UK or UK/Canada or US/Canada, but once you get into more than two countries finding a one stop shop other than a big accounting firm becomes difficult. Investing is a harder issue as advice in that area is regulated. You will need to educate yourself, but generally is pretty easy to own cross-border saving accounts and individual stocks, but complicated and a bad idea to invest in pooled investments like mutual funds.
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LadyGeek
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Re: How to find an advisor for international personal financ

Post by LadyGeek »

Welcome! I've seen this forum mentioned for US / Canada: Serbinski Accounting Firms
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