A Planning Guide for Americans Moving Overseas
What to consider before relocating abroad, from taxes and investments to estate planning and long-term financial decisions.
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MAPT Capital is an independent, fee-only wealth management firm providing financial planning and investment management for U.S. based families, Americans abroad, multinational families, and non-U.S. citizens with U.S. financial interests.
Americans living overseas, preparing to move abroad, or planning an international move who need their U.S. investments, retirement accounts, taxes, estate planning, and financial decisions considered together.
ExploreFamilies in which one spouse is American and the other is not, creating additional considerations around investments, taxation, account ownership, gifting, inheritance, retirement, and estate planning.
ExploreForeign nationals, green card holders, international executives, and nonresident families with U.S. investments, retirement assets, property, businesses, or other meaningful U.S. financial interests.
ExploreIndividuals and families throughout the United States seeking sophisticated financial planning, disciplined investment management, retirement guidance, tax planning, estate coordination, and direct access to experienced advisors.
ExploreThe MAPT Difference
Our founders bring decades of experience serving Americans abroad, multinational families, and local clients with complex planning needs.
Perspectives for families navigating the complexities of living, working and retiring internationally.
What to consider before relocating abroad, from taxes and investments to estate planning and long-term financial decisions.
Read the Article →Explore country-specific research for Americans living abroad and multinational families navigating overlapping tax systems, investment rules, retirement accounts and estate planning considerations.
Explore All Country Guides
Transitional residence, foreign investment fund rules, KiwiSaver and broader planning considerations for Americans relocating to or living in New Zealand.
Spanish tax residence, wealth reporting, investment taxation and financial planning considerations affecting American families living in Spain.
Italian tax residence, special tax regimes, investments, pensions and estate planning considerations before and after an international move.
Frequently Asked Questions
Start with the questions we hear most often about who we work with, how we approach planning, and what clients can expect from MAPT Capital.
View All Frequently Asked QuestionsFiduciary & Independent by Design
MAPT is independently owned, with no private equity backing or outside ownership influencing how we serve our clients or what products we offer. We are fiduciaries first. We do not accept commissions, referral compensation, sales incentives, or placement fees from third parties. Our obligation is straightforward: act in our clients’ best interests.