About this event
Join our webinar, “Financial Planning and Investments for US Citizens in the UK,” to explore how Americans living abroad can effectively manage their finances and investments. Learn about cross-border tax planning, retirement accounts and compliant investment strategies tailored to US citizens residing in the UK.
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Patrick is a Partner and Financial Advisor at Tanager Wealth, and he specializes in complex planning for high-net-worth clients, international estate planning and inheritances. Prior to working in Financial Planning, he worked for a trust and estate law firm and co-wrote a book on estate planning.
Born in California to an English mother, Adam holds dual citizenship and a unique perspective on the complexities of transatlantic life. He spent years in the United States Air Force as an F-15E Aircraft Electrician, an experience that deeply instilled the core values of Integrity First, Service Before Self, and Excellence in All We Do. Today, Adam brings that same mission-driven discipline to his clients. Before joining Tanager, he served as an Investment Advisor, specializing in retirement transitions. Having recently relocated to the UK, he is acutely aware of the specific financial pitfalls facing American families abroad. Adam lives in Kent with his wife and three children. When he isn’t helping families navigate their financial futures, he is active in his local community and remains a devotee of the great American pastime: BBQ.
We are experts in providing cross-border financial planning and investment management services to individuals and households in the UK and the US.