Financial Planning

International Financial Planning

Expert financial planning solutions for clients with international interests and cross-border financial needs.

Global Financial Solutions

Our international financial planning services help you manage your global assets effectively. We provide:

  • Cross-border investment strategies
  • International tax planning
  • Currency risk management
  • Multi-jurisdiction estate planning

Our International Planning Process

01

Global Assessment

We analyze your international financial interests and cross-border requirements.

02

Strategy Development

We create comprehensive strategies that work across multiple jurisdictions.

03

Implementation

We coordinate with international partners to execute your financial plan.

04

Ongoing Management

We provide continuous monitoring and adjustments across all jurisdictions.

Ready to Get Started?

Schedule a consultation with our international planning experts to discuss your global financial needs.

Schedule Consultation

Have Questions?

+1 (757) 322-0950

query@summitsfinancial.com