Personalized Solutions Tailored to Your Global Lifestyle and Goals
Living across borders presents unique financial challenges and opportunities. Whether you’re a U.S. expat, foreign national, or globally mobile professional, managing wealth across jurisdictions requires a partner who understands the full picture.
From navigating cross-border regulations and investment restrictions to coordinating with legal and tax advisors, we provide personalized solutions tailored to your global lifestyle and goals — delivered by a team fluent in the distinct dynamics of your region, whether in the U.S., Europe, Latin America, Asia, Africa, or beyond.
As one of the few U.S.-based Registered Investment Advisors (RIAs) with a licensed European affiliate, Noesis can help clients navigate cross-border complexity when traditional banks restrict access or close accounts. We work with trusted international custodians to hold client assets, enabling coordinated account management across jurisdictions.
Why NoEsis?
A Global Firm with Local Expertise
Decades of cross-border wealth management expertise
Regulated by the SEC in the U.S. and the AFM in Europe
International team from five continents, speaking seven languages
Independent international custodians hold client assets
Trusted by clients in over 30 countries
International services
Cross-Border Portfolio Management
We build integrated financial strategies that move with you. Our multicultural team draws on decades of cross-border experience to deliver globally diversified portfolios and personalized planning solutions for retirement, education, estate, and liquidity needs.
How We Help:
- Discretionary portfolio management with multi-currency solutions
- Cross-border financial planning & investment management
- Retirement planning across jurisdictions
- Wealth protection & risk management
- U.S. expat tax support (FATCA, FBAR, & PFIC)
- Guidance for foreign nationals on residency & treaties considerations
- Succession planning with estate counsel
- Charitable giving strategies
Our Partners
The Noesis promise
Wealth Guidance That Moves With You
Wherever life takes you, Noesis helps ensure your wealth moves with you. With global expertise, regulatory knowledge, and a personalized approach, we help guide you through each stage of your financial journey. Whether you’re an American expat abroad, a foreign national in the U.S., or a globally mobile professional, we deliver strategic, fiduciary advice to help you thrive across borders and generations.