Expat Services

Focus on the opportunity ahead without worrying about your finances

Whether you move abroad for a work assignment, retirement or a life-changing adventure, you’ll face the same challenges all American expatriates (expats) encounter. Adapting to a new culture, living arrangement and work environment in a foreign country can be daunting—but managing your new tax and financial situation shouldn’t be. The Mather Group’s in-house advisors and CPAs can guide you through the expat journey, providing customized, tax-efficient financial solutions and helping you create the expat life you deserve.

Make the most of your finances while abroad

with our expert guidance

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Planning, protection and management for every stage of your journey

Stage 1
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Stage 1
Stage 1
Planning for the expat journey

A move overseas can have a tremendous impact on your finances, which makes proper advance planning essential. Without a solid plan, you’ll miss the opportunity to maximize growth during key years of your career abroad while adding stress and added expenses and sometimes even costly fees for improper tax filing.

Prior to your departure, our team will meet with you to assess your current financial and tax situation, learn your financial goals, and better understand your risk profile. We’ll then develop a personalized financial plan that provides comprehensive oversight of the many moving parts involved in living abroad, ensuring you a smooth transition.

Stage 2
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Stage 2
Stage 2
Stage 2
Expat Journey

While you focus on making the best of your professional and personal life abroad, we focus on adding value to your expat Journey through the following services:

Wealth management: Many expats have opportunities to accumulate wealth while living abroad, which can be challenging to manage without proper planning.


Optimal Banking Management: It can be frustrating to manage banking matters as an American expat when you have US financial obligations, plus new financial obligations in your new country of residence. Many strenuous rules imposed by the US government, such as the Foreign Account Tax Compliance Act (FATCA), make it challenging to bank outside the US.


Tax Services: There are many nuances that come with moving abroad, and one of the most complicated is tax management. Moving abroad does not stop your US tax filing obligations—in fact, it makes them more complicated.


Retirement planning: As an American expat, you should be aware of the tax advantages that US retirement vehicles can offer. For that reason, The Mather Group will customize a holistic financial plan that combines retirement planning with well thought-out tax strategies that can maximize your after-tax retirement income.


Stage 3
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Stage 3
Stage 3
Return to the U.S.

American expats returning home face yet another re-adjustment period. While you focus on re-establishing your US life, we’ll focus on fine-tuning your financial plan and tax strategies accordingly. There will be important, nuanced matters to consider, from new costs of living to selling or renting foreign property. You might need to close foreign bank accounts and possibly manage foreign pensions your employer provided while abroad. All these factors impact your US tax filing. At The Mather Group, we provide customized expertise that’ll ensure a smooth transition back home.

The Mather Group

HOW SMART INVESTORS RETIRE™

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