International Asset Management

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Menlo Park, CA
International Asset Management

Investment management and financial planning for US expats. We understand the expatriate lifestyle because we have been there ourselves.

As an IAM client, you can always count on dealing directly with a financial advisor who holds the highest professional credentials in their field and who has the experience to take a proactive approach to offering financial advice specifically tailored to your situation. Our expatriate clients benefit from a relationship with a financial services firm that is based in the United States but that sp

ecializes in expatriate financial issues and global investment strategies. Our US clients benefit from a global investment approach and a network of professionals to help with any financial planning need. As an IAM client, you can always count on dealing directly with a financial advisor who holds the highest professional credentials in their field and who has the experience to take a proactive approach to offering guidance specifically tailored to your situation. As a non-US citizen living in the United States you face financial considerations that may be quite different from those in your home country. Pension plans, taxation of income and investments, estate tax, and retirement and education savings accounts work differently in the United States than in other countries. Furthermore, for individuals and families with assets in both the United States and other countries, it is necessary to consider the cross-border implications of managing these assets. Cross-border tax, estate planning, and portfolio management are highly specialized fields – at IAM we have in-house expertise and a global network of cross-border professionals who help our clients address such financial planning concerns.

06/01/2026

Meet Scott Schwartz, Principal at International Asset Management. Scott discusses his background, investment philosophy, experience working with cross border Americans, and new book.

Scott has more than 30 years of experience in investment management and financial planning. Throughout his career, he has advised on institutional pension plans, retirement strategies, and portfolio management, with a particular focus on the challenges faced by Americans living internationally.

At IAM Advisors, we specialize in investment management and financial planning for US expats and internationally mobile families.

Get in touch to find out more

Meet Scott Schwartz, Principal at IAM Advisors. Scott discusses his...

05/29/2026

Moving abroad as an international is more popular than ever, but why are Americans moving, and where to?

Digital nomads and remote workers are choosing destinations with better weather, lower costs and higher quality of life as climate shapes where they live.

05/25/2026

According to this article, half of Americans are considering retiring overseas. Very few of them stop to consider the financial planning implications though, which can have a real impact on whether your move overseas is a success.

Nearly half of Americans are considering retiring abroad, drawn by lower costs, better healthcare, and quality of life. Learn why overseas retirement is surging—and which countries top the list for U.S. retirees.

05/22/2026

While there are countries that don't tax residents, Americans are always subject to US reporting, worldwide, which complicates investing. Head over to https://iamadvisors.com/ to find out more.

Cross-border financial planning and investment management for US expats. Over 20 years experience serving Americans living abroad.

05/18/2026

If you're planning to move or in , we've created a guide to help you get your planning right.

Americans moving to Mexico face multiple financial planning and investing challenges. Download our free guide, or seek advice.

05/15/2026

There are multiple good reasons why Americans , and it's never been more accessible or popular. Where will you go, though?

Wherever you go, seek financial advice before you move to avoid unnecessary unwanted surprises.

Dreaming of retiring overseas? Discover the best places to retire in 2026, from Greece to Malaysia, with the annual Retirement Index from International Living.

05/11/2026

The first priorities for most Americans when moving overseas are typically housing, visas, and banking, with financial considerations often lower down the list, to begin with at least.

However, at some point, most expats want to make adjustments to their portfolio to better reflect their new situation and evolving plans. This can be more complicated though, due to local rules that can affect the ability to invest in the USA, or US rules that affect the feasibility of investing overseas, as well as new currency and cross-border diversification considerations.

So once you’re living abroad, a decision that used to be easy now has to take into account myriad new factors, and that’s where some guidance is helpful.

In this article, we outline the main investment considerations and options for Americans living abroad.

In this article, we outline the main investment considerations and alternatives for Americans living abroad. Read more.

05/04/2026

Retirement planning is different if you’re living outside the US. You’re typically dealing with more than one system at the same time, and you may have US retirement accounts, Social Security (in both the US and abroad), and sometimes a local pension as well. The rules don’t always line up, and the timing, tax treatment, and access can all vary depending on where you live.

In this video, Tom Zachystal CPF, CFA, President of IAM Advisors, walks through how retirement planning works in practice for Americans abroad. Tom looks at how US and foreign pensions interact, when you can access different accounts, and how Social Security works if you’re living overseas. Tom also covers what ongoing tax reporting looks like in retirement, and where double taxation can come into play.

Tom talks about the practical considerations as well: what it actually costs to retire abroad, how healthcare and long-term care factor in, cross-border estate planning, and how to think about currency when your income and expenses may not be in the same denomination.

Retirement Planning Considerations for Americans Living Abroad

05/01/2026

is an ever popular destination for Americans looking to or to perhaps work overseas as a Download our guide, below.

Americans moving to Costa Rica face multiple financial planning and investing challenges. Download our free guide and seek advice.

04/27/2026

How can Americans seeking to live and work remotely abroad as a financial optimize their new lifestyle? Make smart choices, and seek advice

Fifteen digital nomad visas where your remote work income stays untaxed, from zero-tax hubs to territorial regimes and visas with statutory carve-outs.

Address

Menlo Park, CA

Telephone

+14153580138

Website

http://www.iamadvisors.com/

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