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For U.S. citizens, green card holders, beneficiaries of U.S. trusts and U.S. connected families.
Just as many firms are shying away from working with U.S. expats, we have embraced the complexity. We have a deep understanding of the challenges and intricacies of investing for Americans living abroad.
Whether you plan to spend a few years, a few decades, or the rest of your life outside the U.S., we can deliver a comprehensive cross-border investment plan for you and your family that can move with you wherever life may take you.
As a U.S. citizen, you are in the unenviable position of being taxed on your worldwide income and gains. This simple fact causes many challenges for Americans when trying to build a thoughtful investment plan.
We are an investment firm, first and foremost. We have developed our offering for U.S. expats to enable us to build customised portfolios that are tax efficient across borders without compromising on investment quality.
We build concentrated portfolios of direct equities and bonds, leveraging our large internal investment research resource.
All clients have access to our wide range of U.S. mutual funds. Unlike most firms, Brown Advisory permits foreign resident investors into our mutual funds. Additionally, for those living in the U.K., our entire mutual fund range has HMRC reporting status which allows them to be owned tax efficiently for U.K. and U.S. taxpayers.
As a general rule of thumb, U.S. expats should avoid investing in PFICs (Passive Foreign Investment Companies). However, we work with select foreign third-party managers to provide PFIC Annual Information Statements, which allow U.S. investors to avoid the otherwise punitive taxation.
We firmly believe that a sound investment plan considers all your assets in a consolidated and holistic way. Whether you have assets located in the U.S. or abroad, we can manage your assets across multiple U.S. and foreign account structures. This includes personal accounts, IRAs, ISAs, SIPPs, offshore trusts, family foundations, and many more.
Importantly, all portfolios are built to be fully portable should you decide to move, and can be managed from London or any Brown Advisory office. We are custodian-agnostic and have numerous custodial relationships in the U.S. and internationally.
We produce tax reports in Sterling and Dollars for all U.S. connected clients. We work closely with their tax advisors to deliver the information they need in an accurate and user-friendly manner.
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