At MASECO, we maintain a forensic focus on investment strategy, wealth management and tax implications for US families living in the UK. As multi-jurisdictional market leaders, we provide investment services tailored to take back time for our US client families, while removing unnecessary worry. In short, we make the complex clear.
There is a reason why other financial firms look to MASECO for help servicing their US clients. It’s the simple fact that no-one understands the unique issues facing expat American families like we do. It’s the reason why we concentrate on mastering multi-jurisdictional wealth management to benefit the US families we serve. 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 US families approach us in the pre-relocation phase. Others when they fully realise the financial complexities of their new life in the UK.
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.
As a wealth management firm, we aspire to provide an exceptional service. But we are so much more than a wealth manager. We are a trusted partner, adviser, and friend to our US client families.
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.
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 speak your language.
Whether you are a US family with complex trusts and estates that move into seven figures, or just starting out on your investment journey, read our guide to the most common complexities associated with having a financial life that spans both the US and the UK.
The art of managing risk is a delicate balance. For US citizens living abroad risk management needs to go beyond the classic issues of retirement planning: How much money will I need? How long do I need to work? Expats need also to ask: Do I understand the foreign exchange risk lurking in my portfolios?
A comprehensive overview of challenges high and ultra high net US families living in the UK face when it comes to allocating and investing their assets – from IRS and HMRC dual reporting requirements to conflicting tax considerations.
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.
An easy-to-follow guide for Americans living in the UK who seek to invest for international diversification and transparency without potentially onerous tax liabilities.
If you have questions, a specific enquiry, or would like to request more information, please contact our client services team via the web form.
