We established Tanager Wealth Management to help other trans-Atlantic families manage their finances as efficiently as possible.
We have a lot in common with you – our advisors are Americans living overseas as well, and face similar challenges to you. Let us help you navigate the ever changing landscape and ensure your family receives the service you require.
HOW WE HELP
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 overseas Americans 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 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