We understand the requirements of your trans-Atlantic life and work with you to build a plan for your family’s future.

Our Total Wealth Management Service will:

  • Undertake a full fact find and work with you to set your household financial goals
  • Based on what you have told us make recommendations for custody platform, individual savings and retirement accounts and investment products
  • Implement our recommendations helping you consolidate accountings across multiple jurisdictions
  • Create and manage investment portfolios that are aligned with your household financial goals
  • Provide professional asset allocation and portfolio management
  • Focus on minimizing your total cost of ownership (product fees, taxes, etc.)
  • Provide regular reviews of your wealth plan and investment portfolio progress
  • Facilitate accounts that are tax and regulatory compliant (considering FBAR, FATCA, IRS, HMRC, etc. rules)
  • Facilitate US banking and foreign exchange services
  • Provide your BirdCage portal to view accounts and an e-vault to store your important life documents
  • Work with your team of professional advisors to develop an optimal solution for your complex circumstances

For more information on how we can help please contact us on +44 (0) 20 3965 6330 or email us at contact@TanagerWealth.com.



Adding value to US/UK individuals and families with a carefully tailored financial plan to help you understand and reach your life goals


Our intelligently constructed portfolios are designed for US expats and other US taxpayers. We consider asset location, investment structure and underlying costs when constructing US/UK tax efficient portfolios


A portfolio review service for US investors living in the UK.  A Bird’s Eye View report will review the structure, risk profile, investments and costs in your existing US portfolio


Philanthropy runs deep in our clients. From occasional gifts to regular contributions Tanager can work closely with your legal and tax advisors to help facilitate gifting between the UK and the USA