EXPAT WEALTH MANAGEMENT
Over 50, Global, and Still Building?
Unlock a Smarter U.S. Asset Strategy for Your Legacy
Download our free guide for globally mobile professionals: Navigate RMDs, currency risks, and estate planning to protect and grow your wealth across borders.
Why This Guide is Essential for You
Discover why age 50+ is the pivot point for larger retirement assets and complex tax rules.
Learn to synchronize U.S. milestones (like RMDs at 73) with your global income years.
Advanced strategies: Roth laddering abroad, currency hedging (50-70% exposure), and legacy structuring with trusts or QDOTs.
Real case study: How a Singapore tech couple boosted net retirement income by 18%.
Milestone timeline and checklist to ensure you're positioned for growth.
Ready to make smarter moves with your U.S. connected wealth?
Book a free strategy call with David Clark, internationally licensed wealth manager with 30+ years of experience.
Download Your Free Guide Instantly
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Expat Wealth Management Services provides educational content for international clients with U.S.-connected assets.
This material is for educational purposes only and does not constitute tax, legal, or investment advice. Regulatory
landscapes change; consult qualified professionals before acting.
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