Tanager Wealth Management delivers global solutions that maximise the financial outcomes of US citizens and US residents and ensure they can meet the goals they have for their global life. We help navigate the uncertainties of dual taxation and build an appropriate investment strategy to meet ...more

Tanager Wealth Management delivers global solutions that maximise the financial outcomes of US citizens and US residents and ensure they can meet the goals they have for their global life. We help navigate the uncertainties of dual taxation and build an appropriate investment strategy to meet client goals and risk tolerance. I am a US expatriate who has settled in London, and now help other US expats build a solid foundation for their lives. My experience includes 10+ years in the asset management industry in the US & Europe, where I delivered portfolio solutions for clients as an executive at the $500 billion iShares business. I have a particular interest and experience in portfolio efficiency - encompassing tax, cost, investment process, and the optimal risk budgeting of a client's assets. I have spoken at industry conferences on portfolio construction, investment opportunities, and taxation of client portfolios, and have been a guest lecturer at the London School of Economics and the CISI. Tanager Wealth Management utilizes these skills and experiences on behalf of our clients who have obligations in the USA, Europe, & beyond. Please contact me for a discussion of how our team can help you and your family get the most out of your overseas life.less