Tax‑deferred accumulation: grow assets without immediate income taxation.
“Triple tax‑free” potential when structured properly: growth, distributions, death benefit.
Providers understand expat nuances; strategies align with IRS rules.

Investment Opportunities Tailored to Expats

Align portfolios to your risk, goals, and global living needs.

Custom portfolios matched to risk tolerance and long‑term objectives.
Principal protection options help preserve capital through volatility.
Access the breadth and stability of U.S. investment markets.

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Generational Wealth Planning

Structure cross‑border solutions for efficient transfer and liquidity.

U.S. life insurance enables tax‑advantaged wealth transfer and liquidity.
Proprietary expat process for clients with a valid U.S. nexus.
Combine life, annuities, and long‑term care for legacy security.

Business Solutions for Global Entrepreneurs

Protect leadership, retain talent, and strengthen continuity from Portugal.

Cross‑border‑approved planning for owners of U.S.‑based businesses.
Executive benefits: deferred comp and employee retention plans.
Continuity tools: buy/sell agreements and key person coverage.

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Stability & Global Credibility

U.S. regulation and global recognition support long‑term confidence.

U.S. insurers operate under strict oversight and solvency standards.
Products respected worldwide; integrate into international planning.
Coordinate with Portugal and U.S. brokers for a clean fit.

Conclusion & Next Step

Retirement, protection, and legacy—organized through expat‑ready U.S. solutions.

Navigate cross‑border complexity with compliant, tax‑efficient strategies.
Apply solutions whether protecting family or building long‑term wealth.
Start with a fast review and broker‑ready action memo.

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WELCOME TO EXPERTISE. WELCOME TO SIMPLICITY. WELCOME TO U.S. EXPAT.

U.S. Expat

U.S.: 1603 Capitol Ave, Ste 415, PMB 775933, Cheyenne, WY 82001-4562 | Portugal: R. Padre Americo 14B, 1699‑548 Lisboa

U.S.: +1 (646) 657-9640 | Portugal: +351 964 237 585

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