About Cross-Border Advisor Hub
We started this service because we were once in your position.
Over ten years ago, I moved abroad as a U.S.-connected expat and quickly realised that cross-border financial planning was a grey, confusing, and often risky area.
We spent years vetting advisers, comparing banks and wealth managers, and like many made a few costly mistakes along the way.
The core concept behind Cross-Border Advisor Hub is simple:
to help others avoid the same mistakes.
Many advisers are only licensed in one jurisdiction, which can lead to tax exposure, reporting issues, or conflicting strategies between the U.S. and the country you live in.
We ensure the adviser you work with is:
SEC-registered in the United States, and Regulated in the region you currently live or work (FCA in the U.K., or the equivalent regulatory body across Europe)
We work with a broad network of private banks, international wealth managers, boutique advisory firms, and U.S. wirehouses — but we are not tied to any of them.
This is important:
We are the only platform that takes an unbiased approach.
We do not earn commissions for placing you with any adviser.
How We Are Paid
We are funded through educational events and partnership programs we run with global banks, regulators, and advisory firms.
This means we are not incentivised to direct clients to one adviser over another.
Our role is to protect your interests not to sell you to whoever pays the most.
Our Experience
To date, we’ve helped clients secure the right advisers to manage over $13.4bn in 401(k), pension, and cross-border investment portfolios.
We simply make sure you’re speaking to the right adviser from the start —
independent, confidential, and aligned with your goals.
We made the expat mistakes. Now we help you avoid them.
Contact Us
Speak with us confidentially.
We understand the sensitivity involved in choosing the right cross-border adviser.
All enquiries are handled privately and without obligation.
Just a conversation to understand your situation and connect you with the right adviser.
support@crossborderadvisorhub.com
Hours
Today | Closed |
No fees. No pressure. No sales calls.
Just a conversation to understand your situation and connect you with the right adviser.