Cross Border Financial Planning

Ireland & America

Cross Border Financial Planning

Amvoy Wealth is a cross border financial planning firm with offices in Dublin and New York. We specialize in supporting US connected Irish individuals and families - helping you simplify your finances, stay fully compliant, and plan with confidence while living, working, or holding assets on both sides of the Atlantic

Explore our services

We Work With

Irish individuals & families with US Connections

  • Moving to the US

    Starting a new life in the US is exciting, but managing your finances across two countries can be complex. We’ll help you arrange your taxes, investments and retirement accounts on both sides of the Atlantic, ensuring your money works efficiently no matter where you are.

  • Living in the US

    If you’re already living in the US, we'll help you navigate your life between two financial worlds. From managing assets in both the US and Ireland to growing your wealth in the US or planning a future move home, we make sure your financial plan works and fits your goals, wherever you call home.

  • Moving back to Ireland

    Moving back home to Ireland is a big step. We’ll make sure your finances move with you, smoothly and tax-efficiently. From managing US retirement and investment accounts to restructuring your portfolio for life back in Ireland, we take care of the details so you can focus on enjoying being home.

Are you a US Connected Individual?

You do not get to choose if you are a US Connected Individual. You are most likely a US Connected Individual if any of these apply to you

  • US Citizenship – You hold a US passport

  • Dual Citizenship - You hold Irish and US passports

  • Green Card - You hold a Green Card (even if it has expired)

  • Parents Born in the US - Even if you were born in Ireland

  • US Based Assets - You have US property, investments or bank accounts

  • US Income - You earn money from US based employers or businesses

A US Connected individual is anyone whose personal or financial situation could create US tax, legal or compliance obligations.

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Implications of being US Connected

Being a US Connected individual carries legal, tax, and financial implications

  • US Tax Obligations - You are required to file a US Tax Return annually

  • Foreign Account Reporting - You must report all Non-US Financial Accounts annually

  • Estate & Gift Tax – US & Irish assets may be subject to tax by the US, Ireland, or both

  • Investment Options - Investing becomes more complex - Investing in the wrong thing may attract higher taxation

Doing nothing is not an option - Non-compliance can lead to huge financial penalties which increase the longer it goes unreported.

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Why work with us?

Most US and Irish advisers don’t understand cross border finances - at Amvoy Wealth, it’s what we do every day. With expertise in both the US and Ireland, we deliver clear, coordinated, and compliant advice that brings peace of mind - whether you’re moving to the US, living there, returning home, or managing assets on both sides of the Atlantic.

What We Do

  • Lifestyle Financial Planning

    Together, we’ll create a Financial Life Plan that reflects your goals and the things that matter most to you. It’s a practical, purpose-driven plan that gives you clarity and confidence in every financial decision - no matter where life leads. Your personalised roadmap to lasting financial wellbeing and success.

  • Cross Border Tax & Estate Planning

    Cross-border tax can be complex - we’re here to simplify it. At Amvoy Wealth, we help you navigate US and Irish tax systems and plan your estate in a way that protects your wealth and your loved ones. By aligning your strategy across borders, we ensure your assets work efficiently - today and into the future.

  • Cross Border Investment Management

    Investing across borders can be challenging, but we make it simple. We help you build a clear investment strategy that aligns with your goals, manages risk, minimises tax and ensures your money is working effectively, no matter where you are.

Solving Tomorrow's Problems Today

Financial planning can be empowering - but it can also feel daunting, especially when your life spans two countries. Cross border taxes, investments, retirement accounts, social security, and estate planning create layers of complexity that can be hard to navigate alone.

At Amvoy Wealth, we guide you through it all. We take the time to understand your goals, life plans, and your unique cross border circumstances. We then work together to create a clear, coordinated financial plan designed to adapt as your life and the financial landscape evolve.

Whether you’re moving home, living abroad, or managing assets in both countries, our team gives you the clarity, confidence, and peace of mind to make decisions knowing your financial future is secure.

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Proper Planning is Key to Success

At Amvoy Wealth, we work with international tax, legal, and investment experts to create financial plans that are robust, compliant, and tax-efficient. Our goal is to help you make smart, informed decisions about your money - wherever life takes you.

We build forward-looking plans tailored to your goals, designed to adapt as your life and the financial landscape evolve.

With offices in Dublin and New York, we are well placed to advise clients with interests on both sides of the Atlantic. Regulated in Ireland and the U.S, we provide clarity, confidence, and trusted cross-border expertise.

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