At Singer Xenos, we understand the complexities involved in developing and implementing long-term wealth management strategies for foreign professionals living in South Florida. Changing market conditions, shifting tax and compliance rules, and evolving family circumstances must all be considered while also addressing taxation in the country of residence, compliance with FACTA, currency fluctuations and international estate planning, among other factors.
That’s why our advisors work directly with foreign professionals across South Florida to implement effective investment strategies to maximize their long-term, after-tax wealth potential whether they remain in the United States, move abroad, or maintain residences in between.
Singer Xenos recognizes that cross-border planning and investing is complex, but thanks to more than 30 years of experience, we know it does not have to be overwhelming. Whether foreign professionals are acquiring local assets or relocating because of a career transition, Singer Xenos manages the complexities of U.S. investments so clients can enjoy the fruit of a disciplined and lasting investment strategy.