Total Wealth Management Service
A financial planning and investment management service designed to help transatlantic households navigate the complexities of living and reporting to two tax jurisdictions.
How it Works
This service provides an initial financial plan which includes a fact find and risk profile together with a review of your existing financial situation.
The plan will include recommendations in respect of custody, your accounts and an investment portfolio.
Once a new client agrees to our recommendations, we help with new account applications and transfer assets before agreeing a completion strategy to move existing holdings to the new recommended investment plan.
Discretionary Investment Management
At this point we start managing your investments on a discretionary basis. This means that Tanager Wealth is given permission to manage the day-to-day strategy of your investment portfolios.
Thereafter, we provide periodic reviews, typically annual unless otherwise agreed, and continue to monitor changes to UK and US taxes and investments that may affect our clients.
Advisory relationships are available by separate negotiation.
Get in touch
We help British citizens who have worked in America manage their US pensions.
How we can work together
Adding value to US/UK individuals and families with a carefully tailored financial plan to help you understand and reach your life goals.
Discretionary investment management tailored to your specific needs as a transatlantic household.
Philanthropy & Giving
Living abroad does not alter your commitment to give to worthy causes. Being a US and UK taxpayer you will want to ensure you make the most of your gifts to charities in both locations.
American-led financial advice for transatlantic households
Tanager is led by dual-nationals in Britain and the US that have lived internationally. We formed Tanager to guide you on your journey to a successful financial future.