From navigating complex tax laws, investment restrictions, and cross-border estate planning, Noesis provides specialized solutions adapted to your lifestyle.
Additionally, many international investors and U.S. expats face challenges when their existing financial institutions close accounts or restrict services due to evolving tax laws. As one of the few U.S.-based Registered Investment Advisors (RIAs) with a global presence, we are a solution for these clients, providing the expertise needed to navigate these international financial complexities.
Why NoEsis?
A Global Firm with Local Expertise
One of the few U.S. RIAs specializing in cross-border wealth management
Dual-registered offices in the U.S. & Europe, serving a global client base
An international team spanning five continents
Fluent in seven languages
Trusted by clients in over 30 countries
International services
Comprehensive Cross-Border Financial Services
Investment Management for Global Clients
We design tax-efficient, globally diversified investment strategies for internationally mobile clients:
- U.S. & international portfolio management with multi-currency solutions
- Investment portability to align with career moves & international relocations
- Tax-aware investing to avoid unnecessary liabilities across jurisdictions
Cross-Border Tax & Compliance Strategies
We help clients stay compliant and avoid costly tax mistakes:
- FATCA, FBAR, PFIC & U.S. tax compliance for expats and dual citizens.
- Tax planning for foreign nationals in the U.S. (residency-based taxation, treaties & exemptions)
- Coordination with international tax professionals to optimize your cross-border strategy.
Estate & Generational Planning Across Borders
We simplify wealth transfer strategies for international families:
- Multi-jurisdictional estate & trust planning to protect and pass down wealth efficiently
- Avoiding double taxation in estate transfers across different legal systems
- Philanthropy & charitable giving strategies tailored to global families
Financial Planning for Expats, Foreign Nationals & Globally Mobile Professionals
Our holistic planning approach ensures financial clarity no matter where you live or work:
- Retirement planning for U.S. expats & foreign nationals
- Social Security, pension & foreign income integration
- Equity compensation & stock options planning for internationally mobile executives
Our Partners
The Noesis promise
A Fiduciary Partner for Your International Financial Journey
Wherever life takes you, Noesis ensures your wealth moves with you. Our team has global expertise, regulatory knowledge, and a personalized approach needed to guide you through every stage of your financial journey. Whether you’re a U.S. expat abroad, a foreign national in the U.S., or a globally mobile professional building wealth across borders, we are here to provide strategic, tax-efficient, and fiduciary-driven wealth management.