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.
Trusted partners who can manage complex wealth
Tanager is a wealth management firm that empowers British-American families to achieve their financial goals.
We specialize in helping transatlantic families and US-connected people with diverse financial planning and investment needs. All our advisors are both US and UK qualified.
We help you plan your finances, manage your investments, and navigate the tax terrain across the two countries.
FOUNDER, MANAGING PARTNER, CHIEF INVESTMENT OFFICER
The founding partners were united in a desire to start a financial planning and investment advisory business based on traditional American customer-service principles that provided a full service offering to British-American transatlantic households.
With experience working in private banking, institutional asset management, and transatlantic wealth management, the founders called upon a wide variety of experience and professional connections.
The firm’s outstanding growth has been a function of harnessing technology together with the addition of key professionals. The firm now has a solid cohort of financial advisors experienced and qualified to provide both US and UK financial advice together with a well-established investment management process supported by financial planning and client service teams.
Managing Partner and Chief Investment Officer Kristopher Heck is a well-known proponent of evidence-based investing believing it represents the evolution of the investment process.
Evidence-based investing is grounded in academic research and argues that it is virtually impossible to consistently outperform the market over time. Instead, investors should focus on what they can control: risk and costs.
Focusing on an ‘evolution of investing’ we wanted to find a link with Charles Darwin, the British scientist best known for his theory of evolution.
Finding that Finch.com was not available (famously Darwin studied finches on the Galapagos Islands as part of his research into evolution) we discovered that many of “Darwin’s” finches were reclassified as Tanagers in the 1990’s thus providing us with a name for our new business and a link to Charles Darwin and his theory.
We were happy to also discover that Tanagers are a diverse family of American birds. Most are non-migratory, but a few adventurers make their way to British shores.
Many of us are Americans in Britain that have lived internationally. We formed Tanager to guide you on your journey to a successful financial future.
Our History & Values
We understand the challenges – our firm was started and is run by Americans.
We strive for excellence and closely monitor changing tax and financial rules.
Our proactive and efficient American-style service will remind you of home.
We provide peace of mind freeing you to enjoy the benefits of living overseas.
We explain the complexities so your whole family understands their financial plan.