Provider connections · Money & your move
Cross-Border Wealth Advisory for Your Move to the USA
Your life is crossing borders.
Bring your financial future into focus.
A move to America brings your investments, retirement plans and family priorities into a new context. Connect with an adviser who can help you consider the whole picture, before your move and as life unfolds.
A connected financial picture
Different countries.
One life to plan for.
Cross-border wealth advisory helps connect financial decisions across the countries where you live, invest or hold assets. The starting point is your family’s goals, with attention to how investments, retirement arrangements, currencies and estate plans fit together.
Your adviser can work alongside relevant tax and legal specialists so that decisions are considered in context. You do not need to arrive with every answer. A clear picture of what you own, where it sits and what you want to achieve is a useful place to begin.
What to discuss
Give each part of your financial life a place in the plan.
Wealth & investment planning
Review how your investments, goals, time horizon and comfort with risk fit your cross-border circumstances.
Pensions & future income
Bring retirement assets held in different countries into the conversation before making withdrawal or transfer decisions.
Banking & currency needs
Plan for relocation costs, cash reserves and spending in different currencies, alongside any specialist banking or lending needs.
Tax & reporting questions
Identify matters to discuss with qualified tax professionals, including residency, foreign investments and reporting obligations.
Estate & legacy planning
Consider how your family’s wishes, beneficiaries and estate arrangements connect across borders, with legal input where needed.
Ongoing review
Revisit the plan as your family, business interests, location and long-term priorities change.
A practical starting point
America Financial Readiness™
Still preparing for your move? Start by organising the financial questions that need attention, the information to gather and the specialist conversations to arrange.
Provided by Caleo Capital USA. An initial education and coordination service, with any ongoing advisory engagement scoped separately.
Explore Financial Readiness™ →Bring your questions into focus.
- Foreign assets, investments and retirement arrangements.
- Business interests, trusts and family priorities.
- Banking, currency needs and the timing of your move.
- Questions for relevant tax, investment and legal specialists.
Scope and pricing are confirmed before booking.
Understand the questions
Your cross-border finance reading room.
Explore the topics that apply to your circumstances. These guides help you prepare for conversations with qualified professionals.
Before your move
Investments, businesses & reporting
Family, trusts & legacy
Establishing your financial life
Featured provider
Caleo Capital USA
Caleo Capital USA works with internationally connected families on wealth advisory, investment management and the coordination of banking and estate-planning needs. Its cross-border focus includes people preparing for, or already building, a life in the United States.
Caleo also provides America Financial Readiness™ through Emigrate2USA.
Kirsten Halcrow, founder of Emigrate2USA, also serves as COO/Treasurer of Caleo Capital USA. Her husband, Sheldon Halcrow, serves as CEO/President. This relationship is disclosed so you can make an informed choice. Services, suitability and fees are agreed directly with the provider.
Your questions
Before you take the next step.
What is cross-border wealth advisory?
Cross-border wealth advisory brings your financial goals, investments, retirement assets and family priorities into a plan that considers more than one country. An adviser can help coordinate that plan with the tax and legal professionals relevant to your circumstances.
When should I speak to a cross-border adviser?
While you are still planning your move is a useful starting point, particularly before changing investments, drawing retirement funds or transferring substantial assets. If you are already in the USA, a review can help you identify questions that still need attention.
How is wealth advisory different from Financial Readiness?
America Financial Readiness™ is an initial education and coordination service provided by Caleo Capital USA, helping you organise the financial questions surrounding your move. Ongoing wealth advisory or investment management is a separate engagement whose scope and fees are agreed with the provider.
Will requesting an introduction commit me to a service?
No. An introduction is a starting point for a conversation. Ask the provider about its services, eligibility, fees and approach before deciding whether to engage it.
Does Emigrate2USA manage my investments or prepare my tax returns?
No. Emigrate2USA helps you find relevant support and facilitates introductions. Any investment advice or management is agreed directly with the adviser; tax and legal work should be agreed with the relevant qualified professionals.
Start a conversation
Let’s connect you with the right support.
Tell us that you are interested in cross-border wealth advisory, where you currently live and whether you are planning a move or already in the USA.
Request an introduction to Caleo →What happens next?
- Emigrate2USA reviews your enquiry.
- We confirm your permission before sharing your details with Caleo.
- You discuss the service and decide whether to proceed.
Please use the contact form to share a brief outline. Account numbers, identity documents and detailed financial records are not needed for an introduction.