U.S. Citizen Financial Solutions | Beacon Global Wealth Management

We specialise in supporting Americans and U.S-connected individuals living in Europe.

It is important that once you are based in Europe that you have a European financial advisor who is qualified to act on your behalf. US financial advisors are not regulated to give advice in Europe.

Our comprehensive financial solutions by qualified regulated experts ensures that your financial advice indemnifies you for your new life outside the US.

Expertise in Cross-Border Financial Planning

Experience matters. With decades of experience and a dedicated international team of experts, we ensure your financial plans are tailored to your goals and situation.

Our specialised team supports U.S-connected citizens in Portugal and Europe with all aspects of cross-border financial and tax planning.

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Comprehensive Solutions for U.S-Connected Individuals

Our expertise spans structure and tax planning, retirement and inheritance optimisation, estate planning, and wealth management compliance in Europe. We help you navigate the complexities of international financial regulations and optimise your wealth for the long term.

Personalised and Transparent Financial Planning

Our unique, personalised approach ensures your financial strategies align with your specific needs and objectives. We focus on providing tailored advice that enhances your financial security and optimises your wealth for the future.

Transparent

Ensuring trust, transparency, and discretion in all services.

Personalised Support

Tailored strategies to suit your individual financial planning needs.

Experienced

Decades of experience in providing cross-border financial advice to U.S.-connected individuals.

Trustworthy

Qualified and regulated experts across 20 international jurisdictions.

Case Studies

10%

Tax rate achieved on global income

Supporting American Couple in Portugal with Financial Goals

Explore how Beacon Global Wealth Management supports affluent U.S-connected citizens in Portugal with asset protections, tax optimisation and estate planning.

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Our Private Client Engagement Process

We follow a structured and personalised approach to ensure your family's international wealth is managed with precision and clarity.

Initial Discovery Call

Before you engage us, we’ll get to know you to make sure we’re a good fit in terms of understanding what is most important to you.

Confirming Our Understanding

After our discovery call, we will summarise our understanding of your current situation and the key objectives which will ensure we're aligned with your goals.

Create A Personalised Plan With You

Once you’re happy that we’re right for you, we’ll provide our recommendations and implement them for you. But there’s never any pressure from us to proceed – that’s just not our style.

Implementation and Monitoring

We will implement your plan, constantly monitor and report on the performance to ensure your private wealth is optimised and aligned with your goals and working for you. Additionally, we’ll provide you with regular statements and a half yearly review to ensure that you remain up to date with any investment or tax changes and that we continue deliver for the long term.

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U.S - Connected Citizen Solutions