The Team Principals

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As a co-founder of the US Expat platform, Adrian leverages over three decades of dedicated professional experience and a profound understanding of the global expat journey. His unique qualifications and personal history as an expat himself inform his approach to helping individuals and families navigate the complexities of their international financial lives.

Adrian's extensive expertise spans cross-border financial planning, specializing in areas such as pension schemes, international trust and company structures, tax strategies, and investment considerations. This allows him to help facilitate highly personalized and deeply strategic solutions for US expats worldwide. His unique global perspective, cultivated by living and working in diverse financial hubs including Guernsey, Hong Kong, South Africa, New York, San Francisco, the Bahamas, and now Portugal, ensures a deep understanding of varying financial systems, tax considerations, and investment landscapes.

Having personally experienced the challenges of living as an expat in multiple countries, Adrian identified a common frustration: the time and effort required to gather both the comprehensive information and the range of expertise needed to establish and maintain an optimized expat life. He also observed the additional complication for US expats in finding high-level, ongoing financial services for their US and overseas assets. This firsthand understanding is the driving force behind his co-founding of USexpat.com – a central platform designed to provide US expats with access to all the required information, guidance, and services under one roof, making it easy to navigate and utilize.

Adrian is committed to helping US expats transform financial complexity into clarity. He works to develop tailored plans that reflect unique goals, values, and evolving global lifestyles. His approach integrates his deep, specialized knowledge and seasoned experience, ensuring ongoing oversight and a focus on long-term, effective outcomes. Individuals benefit from facilitated coordination across their assets and interests, wherever they may be in the world.

At the heart of Adrian’s philosophy is a commitment to proactive, insightful support—rooted in trust, discipline, and thoughtful execution. Whether structuring international assets, optimizing global pension arrangements, or navigating complex trust and company formations, Adrian helps provide the seasoned expertise and confidence needed for well-informed financial decisions.

Outside of work, Adrian enjoys keeping fit and exploring the rich culture of his current home in Portugal. He is a keen follower of a wide range of sports and international current affairs.

Professional Qualifications:

• CySEC Advanced - EU Investment Professional
• S65 - US Investment Professional
• CTA - UK Chartered Tax Professional
• TEP - International Trust and Estate Professional

As a co-founder of the US Expat platform, Bennett brings over a decade of experience in financial services, helping professionals and families navigate the complexities of managing both domestic and international assets. His specialized qualifications and deep understanding of cross-border and retirement planning strategies enable him to help facilitate highly personalized and deeply strategic solutions for US expats globally.

Bennett works to connect clients with both top-tier U.S.-based institutions and trusted overseas firms, ensuring access to coordinated, high-quality support wherever life takes them. This dual-access model allows for seamless integration across jurisdictions—bridging financial systems, tax considerations, and investment platforms with clarity and precision.

He is committed to helping individuals turn financial complexity into clarity, assisting in the development of tailored plans that reflect their goals, values, and evolving lives. His approach integrates advanced financial planning tools, access to institutional-quality investment solutions, and ongoing oversight, all delivered through a modern, user-friendly platform. Clients benefit from facilitated coordination across assets, geographies, and generations, with a focus on long-term outcomes.

At the heart of Bennett’s philosophy is a commitment to proactive, transparent support—rooted in trust, discipline, and thoughtful execution. Whether optimizing global wealth, planning for retirement, or managing concentrated equity, Bennett helps provide the clarity and confidence needed to make well-informed financial decisions.

Outside of work, Bennett enjoys time with his wife and their miniature Goldendoodle, Beatrice, and is an avid golfer.

Professional Qualifications:

• S65 - US Investment Professional
• Insurance Agent (LA)

Madeline Rhoton joins US Expat to manage its operations, playing a key role in ensuring a seamless and efficient experience for both our team and the clients we serve. She is dedicated to optimizing internal processes and supporting our professional team, fortifying the operational backbone of the US Expat platform.

Madeline's commitment to meticulous organization and proactive problem-solving is instrumental in upholding the high standards of service and support that US Expat provides. She brings valuable experience from the financial services industry, where she excelled in office management, administrative leadership, and enhancing operational efficiency. Her strong organizational and communication skills are vital in supporting the dynamic needs of US Expat.

Madeline holds a Bachelor of Arts in Public Policy from Duke University. She is focused on creating a robust operational framework that empowers the USexpat team to consistently deliver clarity and effective solutions to individuals and families managing their finances across borders.