At Argentum, we have US financial planning and tax services for mass affluent individuals and families with relatively high incomes and/or possess relatively significant assets. Our services are broad in scope yet customized to a level commensurate to your resources, needs, and complexity.
We can open, manage and support US onshore accounts for US nationals and non-US nationals, a service currently available through Argentum if you reside in Japan. Additionally, our wide range of Core and Thematic actively managed portfolios are designed around diversified global exposure at low cost. We customize these portfolios after lengthy discussions about objectives and goals for investment to meet your risk appetite and financial goals. We have US Tax Aware portfolio strategies for US Nationals, which means that changes to the portfolio are designed to be US tax efficient.
Whether you need to transfer assets from an existing US account or rollover a 401K, a traditional IRA, or a Roth IRA, we can help. We can also advise on internationally offshore-based US pension solutions that are US qualifying and would allow you to continue making contributions from abroad and receive tax-efficient distributions at early retirement age.