Still have U.S. ties? Then you still need a U.S. plan.
Whether you're a U.S. citizen, green card holder, dual national, or simply someone living abroad with U.S. investment accounts, your financial life is subject to U.S. tax rules, reporting requirements, and investment restrictions.
At Skybound Wealth USA, we specialize in helping globally based individuals manage U.S. accounts and maintain tax-efficient, compliant, and well-structured portfolios, no matter where they live.
We serve U.S.-connected individuals worldwide, including:
If you live outside the U.S. and still have financial assets inside the U.S., we can help you manage them effectively.
Skybound Wealth USA is a federally registered investment adviser (RIA) with the U.S. Securities and Exchange Commission (SEC), headquartered in Houston, Texas.
We are part of the Skybound Wealth Group, with regulated offices in the UK, Switzerland, EU, UAE, Mauritius, and Asia. Unlike firms limited to one country’s regulations, we collaborate across borders daily to provide financial advice that works globally.
This means we’re uniquely positioned to serve you, not only as a U.S. adviser, but as a team that understands the local context of where you live now.
You live globally. We advise globally. Our infrastructure and people span borders.
Many firms won’t support clients overseas. We’re built for it.
As fiduciaries, we build personalized strategies based on your goals, not sales targets or product quotas.
You don’t have to explain FBAR, PFIC, or FATCA to us. We’re already ahead of it.
We are a transparent, fee-based firm. No hidden charges, commissions, or product incentives. Just clear advice, aligned with your best interests.
No, but we’ll collaborate directly with your accountant, tax adviser, or legal counsel and refer vetted professionals when needed.
We’ll help you bring everything together, factoring in currency, taxes, and reporting rules, to build a coordinated global plan.
Yes. If you’re a foreign national with a U.S. brokerage account, inheritance, trust, or retirement plan, we can help you manage and optimize those assets.
Yes, but only with the right platforms. We help you manage your IRAs, Roths, 401(k)s, and taxable brokerage accounts using custodians that support expats.
Living abroad doesn’t mean leaving your U.S. assets unmanaged — and it definitely shouldn’t mean financial uncertainty.
Let’s bring clarity, structure, and strategy to your cross-border life.
You can reach us directly by calling us between the hours of 8:30am and 5pm at each of our respective offices and we will immediately assist you.
Copyright © 2021. Skybound Wealth Management USA, LLC. All rights reserved. Skybound Wealth Management USA, LLC is registered with the SEC: CRD 313358. SEC No. 801-121157.
Check the background of this firm on the Investment Adviser Public Disclosure page.
