Financial Planning for US-Connected Persons

Expats face unique financial challenges living outside their home country. U.S. connected persons face even tougher challenges with regard to their investments – many financial institutions simply won’t allow U.S. 

connected persons to hold investment products and increasing numbers of U.S. financial institutions are closing brokerage accounts for U.S. connected persons with overseas addresses. 

In addition it is not possible for those living outside the United States to invest in U.S. mutual funds and U.S. brokerage services are also excluding U.S. ETFs. The U.S. Foreign Account Tax Compliance Act (FATCA) has paved the path for subsequent and more global regimes, notably the Common Reporting Standard (CRS). 

Providing an investment solution to expats including an American or U.S. connected person was difficult in the past, however International AMG is uniquely positioned to help.