U.S. Expatriate Wealth Management

Comprehensive financial planning and investment management for US citizens living around the world.

Living overseas is very challenging and rewarding. Starr Capital helps clients surmount those challenges with individually tailored advice based on more than 20 years living and working abroad. We get to know our clients, including many non-expats, and always focus on their goals, establishing long-term personal relationships through mutual trust and understanding. We also collaborate with our clients' other service providers, such as global tax and estate planning advisors and in-house HR benefits teams.

With Starr Capital, your expat financial experience just got simpler. 

 

Why choose Starr Capital?

  • Completely independent, unbiased information and expertise.
  • Unsurpassed customer service 24 hours a day, seven days a week, around the world.
  • Flexible compensation arrangements to suit individual client needs and preferences.
  • Insights gained from more than two decades living and working abroad. 
  • A full range of products and services to address the challenges facing Americans living and working overseas.

 

Our services

  • Review of current financial picture, including investment strategies.
  • Assessment of near- and long-term personal and financial goals.
  • Development of an individual investment policy statement to guide decision-making.
  • Personal budgeting and creation of a comprehensive financial plan that includes
    • Financial goals
    • Retirement planning
    • College savings 
    • Life insurance
    • Long-term care insurance  
    • Charitable remainder trusts
    • Budgeting and consulting for relocation and repatriation
  • Design and management of investment and insurance portfolios. 
  • Consultations on a wide range of financial issues, including 401k rollover and consolidation.
  • Advice about tax-free or deferred investment techniques.
  • Set-up of retirement plans for corporations, LLCs, sole proprietorships, partnerships and trusts.
  • Complimentary annual 401k review for all clients.

 

Starr Capital helps bring financial stability and success to the expatriate journey.


Contact us today to get started.

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck