Amvoy Wealth is a Cross Border Financial Planning Firm with offices in Dublin and New York.
We specialise in assisting Irish citizens who are classed as ‘US connected individuals’, which are Irish citizens moving to, living in, or returning from the United States, those with United States based Assets or those who are connected to the United States by Green Card, Passport or birth.
What We Do
Solving Tomorrow’s Problems Today
Financial Planning, with the right advisor is a very positive experience, but like most worthwhile endeavours can invoke anxiety as it is full of ‘unknown unknowns.
Managing the challenges of living abroad, whilst getting your investment, taxation and estate planning right, can be overwhelming. Experienced, specialised, professional Financial Planning is the answer. It will cost you in the short term, but having no plan or the wrong plan will cost you a lot more in the long run.
Working with Amvoy Wealth will allow you to create a solid financial plan, backed by an expert team, that gives you clear visibility of your financial future. Whether you plan to move home or remain abroad, you can relax knowing that every detail and goal of your financial life has been carefully considered and a plan developed that addresses them.
If you hold a United States Passport or a Green Card, you are legally obliged to make an annual Tax Return to the United States Inland Revenue Service (IRS) on your worldwide income, even if you have never set foot in the United States.
Proper Planning is Key to Success
Amvoy Wealth works hand in glove with International Tax, Legal and Investment partners whose expertise in cross border matters ensures that we create robust financial plans which enable you to make smart, compliant, tax efficient decisions about your money.
Working together, we develop forward looking financial, plans which are specific to your life goals and in a complex, changing financial world, will stand the test of time.
With offices in both Dublin and New York, Amvoy Wealth are in the unique position of advising on client interests in both jurisdictions. We are regulated in Ireland by the Central Bank of Ireland and in the United States by the securities and exchange Commission (SEC).
