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Wealth Management for Americans

As one of the oldest and largest wealth management firms in London focused on advising Americans abroad, we are personally aware of the issues at hand. It is rare that we encounter a scenario that we have not seen before or where we cannot add substantial value.

Are you a US taxpayer seeking specialist wealth management advice to help with the issues of managing your affairs across multiple jurisdictions? Perhaps you have struggled to find an adviser who genuinely understands your needs and challenges or who has the appropriate tax-effective strategies. Our Advisers have extensive experience of working with individuals who require cross border wealth management advice.

MASECO provides sound, practical, and creative advice for American clients living in the UK and the US. We work closely with you to understand your needs and then deliver a disciplined and robust service that goes beyond US/UK tax-efficient investment management

 We offer the following service levels:

  • Private Wealth Service – This service is designed for Americans living in the UK or the US with a minimum of $1mm in investable assets and who would benefit from partnering with a US/UK wealth adviser to affirm their goals and structure their wealth in a US/UK tax-efficient manner.
  • Wealth Planning Service   – This service is designed for Americans living in the UK or the US, with less than $1mm in investable assets, who are looking to define their goals and create a US/UK tax-efficient structure for their wealth.

  

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