International Financial Planners
Specializing in American Expats & Expats in America
We offer independent advice and personalized solutions for each of our clients based on their individual situation. Our advisors have a wide breadth of experience working in multinational firms and will help you feel secure in an environment of trust, discretion and confidence. Through aggregated planning and collaborating (where appropriate with your accountant and attorney) we will be in a position to help with every aspect of your financial planning. We will select a diverse group of carefully chosen, and vigorously monitored investment managers to manage your assets rather than promoting packages of our own. We offer services including:
▸ Financial Planning
▸ Pension Planning including Social Security
▸ Insurance and Estate Planning
▸ Management of funds self-directed by your existing Financial Advisor
▸ PFIC & FATCA free offerings.
The Adrian Leeds Group recommends Dunhill Financial for all your financial planning needs.
Brian Dunhill is happy to discuss your options during a telephone consultation or face-to-face meeting.