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

Tanager Wealth Management will:

  • Create and advise on investment portfolios that are aligned with your household goals
  • Provide professional asset allocation and portfolio management advice
  • Focus on minimizing your total cost of ownership (product fees, taxes, etc.)
  • Provide regular reviews of 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 7871 8440 or email us at contact@TanagerWealth.com.

HOW WE HELP

FINANCIAL PLANNING

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

INVESTMENT ADVICE

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

BIRD’S EYE VIEW

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 ADVICE

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