International Asset Management

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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 specializes 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.

International Asset Management President Tom Zachystal, CFA, CFP was filming in the beautiful Hotel Colón Gran Meliá, Se...
10/12/2026

International Asset Management President Tom Zachystal, CFA, CFP was filming in the beautiful Hotel Colón Gran Meliá, Seville, Spain last week.

What forms of payment should Americans use while ?Cash, check, or card - what works best when you're living overseas? W...
10/05/2026

What forms of payment should Americans use while ?

Cash, check, or card - what works best when you're living overseas? Watch to find out.



Cash, check, or digital wallet… what actually works when you're liv...

Retiring abroad is one of the most significant decisions an American can make and, when it’s done right, it's also one o...
10/02/2026

Retiring abroad is one of the most significant decisions an American can make and, when it’s done right, it's also one of the most rewarding.

A better quality of life, access to healthcare, cultural richness, and a new life adventure are real and achievable. However, so is the financial complexity that comes with them.

Retiring in another country doesn’t mean leaving the US financial system behind, as the US applies taxes and other rules on all its citizens regardless where in the world they live. So retiring abroad means managing your finances across two systems simultaneously, with US tax obligations, retirement account rules, and reporting requirements on one side, and local tax residency, banking access, and inheritance laws on the other.

In a new article, we outline some of the important financial planning considerations Americans need to understand before retiring abroad.



Retiring abroad is one of the most significant decisions an American can make and, when it’s done right, one of the most rewarding. A better quality of life, access to healthcare, cultural richness, and a new life adventure are real and achievable. However, so is the financial complexity that come...

is growing in popularity as a destination. Find out what you need to know about and for Americans moving to or l...
09/28/2026

is growing in popularity as a destination. Find out what you need to know about and for Americans moving to or living in Malaysia on our website.



Looking for a new remote work office? Malaysia might just be the place for you

With overseas retirement ever more popular, here's a perspective on the relative cost of retiring around the world. ...
09/25/2026

With overseas retirement ever more popular, here's a perspective on the relative cost of retiring around the world.



From Mexico to Portugal, see how much Americans need to retire comfortably around the world, and how each country compares with the U.S.

In new article in Forbes, International Asset Management President Tom Zachystal shares four of the most common investme...
09/21/2026

In new article in Forbes, International Asset Management President Tom Zachystal shares four of the most common investment mistakes U.S. expats make, and how to avoid them.



Common investing mistakes I see expats make are assuming that nothing changes when they move abroad or failing to update their financial plan as their life evolves.

Wondering how to invest outside the USA without triggering US tax and reporting headaches? Join our sister firm EuroAmer...
09/14/2026

Wondering how to invest outside the USA without triggering US tax and reporting headaches? Join our sister firm EuroAmerican Financial Advisors at a webinar this Thursday and find out. Register at the link below.



Find out about tax efficient ways for Americans to own European stocks and bonds.

If you're considering using a digital nomad visa to move abroad, here's what to know before you get started, according t...
09/11/2026

If you're considering using a digital nomad visa to move abroad, here's what to know before you get started, according to Condé Nast Traveler

Why not log on from the coast of Costa Rica or a Lisbon café?

If you’re an American traveling perpetually abroad, you don’t need a fixed address to build wealth. However, you do need...
08/31/2026

If you’re an American traveling perpetually abroad, you don’t need a fixed address to build wealth. However, you do need a plan.

One of the simplest and most effective ways to build wealth is to invest, and for American traveling perpetually overseas, this should remain US-based. IRAs, 401(k)s thankfully don’t disappear after you move abroad, but you may need to change broker to an expat friendly one. Investing in the US avoids the complex reporting requirements that come with foreign funds and accounts.

There are several other considerations for building wealth while traveling abroad. If you’d like to learn more about investing, banking, healthcare, and estate planning, read the full guide here:

https://iamadvisors.com/financial-planning-considerations-americans-perpetually-travelling-abroad/

Perpetually traveling, whether working remotely as a digital nomad, brings freedom but also financial planning challenges.

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Menlo Park, CA

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+14153580138

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