High-Net-Worth International Clients:

SPFA’s seasoned professionals understand the financial complexities faced by international high-net-worth (HNW) clients, including non-familiarity with the U.S. taxation and financial system and language barriers.

SPFA advisors can bring HNW international clients up to speed on tax- and financial-market related information.  Additionally, team members can help international clients establish a financial foundation, diversify wealth globally and manage their taxes.

International HNW clients can access the following SPFA services:

  • Integrated financial solutions to diversity assets globally
  • Tax strategies for personal needs as well as conducting business in the United States
  • Mandarin and Cantonese-speaking financial advisors