We specialise in simplifying your complex financial life. Our scientific wealth strategies are tailored to help you take back time while eliminating unnecessary worry. Affording you and your family the opportunity to explore new horizons, realise lifelong ambitions or simply enjoy your new home.
Our specialised UK/US expertise sets us apart, enabling us to achieve wealth outcomes that are likely out of reach for others. As pioneers in cross-border wealth management, we believe no-one better understands the unique issues you and your family will face in the US. It is the reason why other financial firms look to MASECO for help servicing their expat UK clients; and why we concentrate on mastering multi-jurisdictional wealth management – because we know precisely how jurisdictions are complex and ever-changing and require constant vigilance.
Established in 2008, we were the first private wealth firm to have such a singular purpose and we work hard to remain the thought leaders today.
A number of our UK families approach us in the pre-relocation phase. Others when they fully realise the financial complexities of their new life in the US.
Whatever stage you are at in your journey, our Best of All Worlds™ process has been designed to place you in a position of strength – where your financial affairs are aligned with your life goals; your legal and tax implications are expertly addressed; your portfolio is built using industry leading investment theory.
At MASECO, we excel at controlling complex situations across multiple advisers and experts. It’s why increasingly, families are turning to us for the custodial oversight we can execute on their behalf. In an ever more complex financial landscape, avoid the potential chaos of in-house custody and realise a relationship that simplifies your life while safeguarding your wealth.
We are so much more than a wealth manager. We are a trusted partner, adviser, and friend to you and your family.
At MASECO, we tailor the amount of information we give to our clients to suit their preferences. If you want a broad overview and the pertinent headlines, that’s perfectly fine. If you prefer a more granular approach and a deeper dive into the machinations of your portfolio, we look forward to rolling up our sleeves with you. In short, we’re your trusted voice.
Planning the American dream or staying for the long haul, as a British family living across the pond, almost nothing related to your financial affairs is easy. Read our guide to the most common complexities associated with having a financial life that spans both the UK and the US.
US Social Security and UK State Pension benefits often form a cornerstone of an individual’s retirement planning strategy providing a foundational source of income that will supplement other retirement savings. However, they can be difficult to navigate for expat individuals.
If you have questions, a specific enquiry, or would like to request more information, please contact our client services team via the web form.
