As part of our mission to make high-quality financial advisory services more accessible to U.S. expats and U.S.-connected individuals around the world, we collaborate with a wide range of professionals and organizations. Our goal is to help you better educate and support your U.S.-connected clients with qualified, compliant financial advice.

We partner with international accountants, global financial advisory firms, relocation specialists, passport and citizenship service providers, and expat-focused communities and organizations. If you're working with U.S. citizens or residents—whether they're moving abroad, managing global assets, or navigating complex cross-border regulations—we can help.

If you're an international accounting or financial advisory firm, we offer complementary expertise to support your U.S.-connected clients.

If your organization helps with international relocation, citizenship/passport services, or serves an expat community, we can provide tailored financial education and advisory solutions designed for U.S. persons living abroad.

Let's work together to offer your clients the specialized guidance they need.