International Investors

Wealth Management for International Clients

From tax treaties to foreign retirement accounts, we handle the complexity so you don't have to.

Advice That Travels With You

Financial Planning That Crosses Borders

Moving abroad, coming home, or investing from another country entirely, each comes with its own maze of jurisdiction restrictions, tax treaties, and retirement account rules that shift depending on where you live and who you are to the tax authorities involved.

We work with individuals and couples on both sides of that maze: U.S. citizens living overseas, non-U.S. citizens investing stateside, and clients in the middle of a move in either direction. The starting point is different for everyone, but the goal is the same: a plan that keeps your wealth on track even overseas.

Our clients don't have to translate their finances between countries themselves. That's our job.

Built for Life Across Borders

Services Built for International Clients

Investment Management, Wherever You Live

We tailor your portfolio to your unique situation. The portfolios are built to hold up across currencies and jurisdictions, not just designed for a single country's market.

Planning That Adjusts to Your Situation

Whether you're single, married, relocating, or already settled abroad, your plan is built around your residency and citizenship status, not a generic template.

Estate Plans That Cross Borders Cleanly

As a US expat, inheritance and asset transfer laws can look completely different depending on which country you're living in. We handle U.S. estate plans and coordinate around how they interact with foreign inheritance laws, so your U.S. estate plan holds up no matter where you live.

Real Familiarity With Tax Treaties

Something as basic as an IRA can be treated in entirely different ways once you cross a border, and the wrong assumption can be costly. We're well-versed in how cross-border tax treaties, including the US–Australia agreement, can affect your financial plan, and we coordinate with your tax and legal professionals to make sure your plan reflects those rules.

A Custodian That Can Actually Hold Your Assets

Most U.S. custodians won't open accounts for clients living outside the country, leaving international clients without many options. While we aren't a custodian ourselves, we maintain relationships with reputable custodians who are able to serve clients in approved jurisdictions.

Private Banking & Low-Rate Lending

Interest expenses can be one of the largest expenses in an individual’s life. Our partnerships with elite teams at lending institutions allow our clients to secure low-interest loans, including mortgage loans, pledged asset lines (PAL) of credit, and other private lending options.

*Please Note: Limitations. The scope of any financial planning and consulting services to be provided depends upon the terms of the engagement, and the specific requests and needs of the client. Chicago Partners Investment Group LLC does not serve as an attorney, accountant, or insurance agent. Chicago Partners Investment Group LLC does not prepare legal documents or tax returns, nor does it sell insurance products. If the client desires, one of Chicago Partners Investment Group LLC’s representatives, in his separate licensed individual capacity, can be engaged to provide insurance sales/services as described on Chicago Partners Investment Group LLC’s written disclosure Brochure (a copy of which is linked to this web site) per the terms and conditions of a separate engagement and fee. Please Also Note: Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended and/or undertaken by Chicago Partners Investment Group LLC) or any planning or consulting services, will be profitable, equal any historical performance level(s), or prove successful.

Second-Opinion Service

Schedule a Complimentary Consultation

Cross-border plans don't always have an obvious answer, this conversation is meant to figure that out together. Whether you're mid-move, already settled abroad, or investing from overseas for the first time, we'll walk through your situation and tell you whether we're a fit.

Contact Us - International Clients

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Who You'll Actually Work With

A Team That's Done This Before

We have a team that specializes in cross-border plans. We help you navigate the cross-border tax treaties and jurisdiction rules.

You're not the first client to bring us a complicated, multi-country situation. Every client works with a full team of fiduciary advisors, so there's always someone available, regardless of time zone.

Meet the Team

FAQ

Frequently Asked Questions (FAQ)

Answers to some of the questions you may have about Chicago Partners.

We understand that choosing a wealth manager is a significant decision, and you likely have questions about how we operate, our strategies, and the value we can deliver.

Our FAQ section is designed to provide clear, concise answers to the most common questions we receive, ensuring you have all the information needed to make an informed choice.

If you don’t see your question answered here, our team is always ready to provide personalized insights. Simply reach out to us directly, and we’ll be happy to assist.

As high-net-worth investment advisors, we are happy to talk to clients anytime and at their convenience.

At a minimum, we prefer to meet with clients once each quarter to discuss portfolio performance, market expectations, and to learn about any upcoming events in a client’s life they would like to discuss. However, the frequency and length of conversations surrounding a client’s wealth are entirely at the client’s discretion.

High-net-worth and ultra-high-net-worth wealth management focus on a different set of challenges than traditional wealth management. As a high-net-worth financial advisor, Chicago Partners works with investors to add value through both traditional and non-traditional avenues.

When we build customized portfolios for our clients, we are able to explore options like private and alternative options that are available to them because of the size of their portfolios. These investors are often “qualified participants” or “accredited investors” and can add financial instruments like private equity investments or private credit investments to both minimize market risk to their portfolio and provide opportunities for enhanced returns.

Each client works with their advisor to build a multi-dimensional, tax-efficient portfolio with access to both private and public markets using our 4-Quadrant Investment Approach, which includes:

The 4-Quadrant Equity Approach
The 4-Quadrant Fixed Income Approach
The 4-Quadrant Alternative Investment Approach

In order to keep client portfolios cost-efficient, our investment strategies use a combination of different low-cost approaches to achieve efficiency in every portfolio.

While some high-net-worth asset management companies have only one portfolio analyst on an account, Chicago Partners clients have unrestricted access to multiple advisors.

A typical client at Chicago Partners will have one primary advisor to serve as their primary point of contact. This primary advisor is always a credentialed advisor like a Chartered Financial Analyst (CFA) or a Certified Financial Planner (CFP).

A client will also have one or more secondary advisors, who assist in paperwork, creating and updating financial plans, overseeing the portfolio, and managing accounts.

Along with the primary and secondary advisors, clients’ wealth management strategies may also be influenced by the input of other senior-level advisors with experience in different areas, like tax strategy or estate planning.

Important Disclosure Information: The scope of any financial planning and consulting services to be provided depends upon the terms of the engagement, and the specific requests and needs of the client. CP does not serve as an attorney, accountant, or insurance agent. CP does not prepare legal documents or tax returns, nor does it sell insurance products. If the client desires, one of CP’s representatives, in their separate individual licensed capacities, can be engaged to provide legal and/or insurance services as described on CP’s written disclosure Brochure per the terms and conditions of a separate engagement and fee.