About Us
Experts in the Expat & International Wealth Market
Who we are
What makes us different from others
We Focus on Advisor Growth
We help financial advisors scale, attract clients, and grow AUM in the U.S. expat market.
Access to U.S. Expats & Global Clients
Work with high-value international and U.S.-connected clients seeking expert financial guidance.
Expert Guidance in Compliance & Strategy
Navigate cross-border regulations, tax planning, and client acquisition with confidence.
A Long-Term Partner in Your Success
We provide proven business development strategies, referrals, and hands-on support to grow your practice.
Our Vision
Helping financial advisors scale and succeed in the U.S. expat market.
At Expat Wealth Partners, we believe that financial advisors should have access to the right tools, strategies, and resources to succeed in the cross-border and international wealth sector.
We envision a future where advisors are equipped with the knowledge, compliance support, and business development expertise to confidently serve U.S. expats, foreign investors, and globally mobile clients.
By bridging the gap between regulatory complexities and business growth, we help advisors turn challenges into opportunities and scale their AUM with confidence.
Empowering Advisors to Expand & Succeed
Unlock Growth & Opportunity with Expat Wealth Partners
At Expat Wealth Partners, we provide more than just support—we equip advisors with the tools, expertise, and market access needed to scale their business in the U.S. expat and international wealth market.
Expand Your Reach
Tap into the growing demand from U.S. expats, foreign investors, and internationally connected clients.
Business Growth & AUM Expansion
Position your firm for long-term success with proven strategies and referral opportunities.
Regulatory & Compliance Support
Stay ahead in complex cross-border regulations and serve clients with confidence.
Our Experience
Helping Advisors Build Scalable & Profitable Cross-Border Practices
01
15+ years helping advisors scale in the expat & international wealth market.
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Tools and strategies to create a compliant and profitable cross-border advisory practice.
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Proven solutions for overcoming regulatory hurdles and reaching affluent expat and foreign clients.
Team Members
Meet Our Professionals
Robert Rigby-Hall
Managing Partner
30+ years of global experience in financial services, entrepreneurship, and leadership.
Janice Diaz
Managing Partner
25+ years in financial services, specializing in business development and advisor growth.
Grow Your Practice & Unlock Cross-Border Opportunities
Take the Next Step Toward Growing Your Business
At Expat Wealth Partners, we provide the expertise, tools, and connections to help advisors scale, attract high-value international clients, and grow AUM in the U.S. expat market. Whether you need business development, lead generation, or compliance support, we're here to help.
Let's discuss how we can accelerate your growth.