Expat Wealth Partner Logo
Join Us

Your Strategic Partner in Cross-Border Wealth Management

Helping Advisors Expand Their Business, Access U.S. Assets, and Serve Global Clients

Partner with Us Today

Why Partner with Expat Wealth Partners?

At Expat Wealth Partners, we specialize in helping financial advisors navigate the complexities of the U.S. expat market and cross-border wealth management. Many advisors struggle with understanding how to access U.S. assets, attract expat clients, and operate compliantly—that’s where we come in.

We provide the training, regulatory support, and business development strategies you need to succeed in this space. Whether you’re a U.S. advisor looking to serve expats in the U.S. or a cross-border advisor managing U.S. assets globally, we help you unlock growth opportunities and scale your AUM.

Want to Expand Your Business in the U.S. Expat Market?

Let’s Talk!

How We Support Advisors

Helping Advisors Expand & Succeed in the Cross-Border Space

We provide everything you need to scale your practice in the expat wealth market by offering expert training, compliance support, and lead generation.

Master the U.S. Expat Market

Learn the strategies, regulatory requirements, and best practices for serving U.S. expat clients.

Business Expansion & AUM Growth

Get high-level business development training to attract and retain high-net-worth international clients.

Marketing & Positioning for Success

Gain access to specialized training on LinkedIn, digital marketing, and thought leadership strategies to establish yourself as a trusted advisor in the cross-border space.

Regulatory & Compliance Support

Operate confidently within an SEC-regulated RIA (BGAN) to ensure compliance and seamless client onboarding.

Lead Generation & Client Acquisition

We provide high-quality leads, referrals, and marketing support to help you connect with U.S. expats and international investors looking for financial guidance.

Teamwork of business team consulting market growth on financial
Get Started

What We Offer

Helping Advisors Succeed in the U.S. Expat & Cross-Border Market

Business Development & Marketing Training

  • Master the strategies to succeed in the U.S. expat market.
  • Learn how to attract and retain high-net-worth expat clients.
  • Develop a strong personal brand and online presence.
  • Use LinkedIn & digital marketing to generate inbound leads.
Read More

Exclusive Expat & Global Networks

  • Gain direct access to international professionals and expat clients.
  • Connect with U.S. expats and foreign investors.
  • Leverage partnerships with expat organizations & relocation firms.
  • Expand your business through trusted referral networks.
Read More

U.S. Market Entry & Cross-Border Compliance

  • Navigate the complexities of working with U.S. assets & clients.
  • Understand SEC, IRS, and cross-border compliance requirements.
  • Learn how to structure your services for U.S. expats and investors.
  • Gain support operating under an SEC-regulated RIA (BGAN).
Read More

Lead Generation & Client Acquisition Support

  • Get access to high-quality leads and referrals for sustainable business growth and expansion.
  • Pre-qualified leads from U.S. expats & international investors.
  • Exclusive referral opportunities through our industry relationships.
  • Content and marketing support to position you as an expert.
Read More

Get in touch

Stay Connected with Expat Wealth Partners

We share insights, strategies, and updates to help advisors grow their AUM, reach U.S.-connected clients, and scale cross-border.
Be the first to know about new referral opportunities, webinars, and advisor resources.

Investment advisory services offered in the US through Beacon Global Advisor Network, LLC.
Expat Wealth Partners is neither an affiliate or subsidiary of Beacon Global Advisor Network, LLC.

All Rights Reserved by Expat Wealth Partners | Copyright © 2025.