London private client boutique Saranac Partners has launched a new wealth management offer targeting US expats, which includes comprehensive wealth advisory, investment management, lending solution and tax reporting service.
The firm said American expats andand green card holders residing outside of the US will be provided access to specialist advisers for tax advice, estate and succession planning, and philanthropy, to help them 'consider two very different tax regimes in making any decision'.
The new offering also includes active management, asset allocation, bespoke construction, product selection, FX overlays and a range of credit solutions through Saranac's lending platform.
Against a backdrop of change and complexity, with the regulatory and compliance burden increasing, we can guide US persons through uncertain times with our experienced team"
The open-architecture lending platform allows US persons to access a wider range of solutions compared to more traditional providers including portfolio leverage through liquidity and diversified assets, customised solutions through single stock positions and hedging strategies, real estate finance such as residential mortgages, specialist financing via corporate lending, bridging loans and private equity co-invest lending.
Saranac head of wealth advisory Stephen Griffiths said: "Against a backdrop of change and complexity, with the regulatory and compliance burden increasing, we can guide US persons through uncertain times with our experienced team.
"We have a deep knowledge of the challenges of investing for US persons abroad and provide an integrated wealth management solution, which encompasses multiple aspects of our proposition."