Our Services

• US Connected citizens living in Ireland

• Irish citizens living in the US

• Individuals relocating for work, family or lifestyle

• Irish Individuals who are also US passport holders

• Irish Individuals who hold Green Cards

• Irish individuals returning home from the US

• Clients needing exit planning and re-integration support

• Individuals retiring in the US or Ireland

• Individuals retiring between the US & Ireland

• People with investments, property and/or business interests in multiple countries

• Families managing inheritance, trusts, and cross-border estate issues

• Corporate executives with US stock options, RSUs, or multinational benefits

• Entrepreneurs or business owners with cross-border operations

• Couples with children moving between countries
• Families needing education, healthcare, and lifestyle planning

• Green Card holders planning to terminate their Green Card

• Dual Citizens looking at renouncing US citizenship

• Non-residents with US or Irish assets (investments, property, retirement accounts)

• People with Companies in Both the US & Ireland

We help you design a financial roadmap that supports the life you want to live, whether at home or abroad. From day-to-day spending to long-term goals, we align your finances with your priorities across borders, so your money works for your lifestyle - not the other way around.

We guide you through the complexities of US and Irish tax rules, ensuring you stay fully compliant while minimizing unnecessary costs and penalties.

Our goal is to simplify your reporting, reduce stress, and keep your financial life on track across borders.

We help you navigate both US and Irish retirement systems, so you can maximize savings, optimize tax efficiency, and plan confidently for the future.

Our strategies ensure your retirement plans work together seamlessly, no matter where you live or retire.

We create tailored strategies to grow, protect, and manage your wealth across borders. Our goal is to ensure your investments are structured tax-efficiently and avoid unnecessary taxation.

By aligning your portfolio with your goals and risk tolerance, we help you make informed decisions and build long-term financial confidence.

We help you plan how your wealth is preserved, protected, and passed on according to your wishes - in a tax-efficient and compliant manner.

By carefully structuring your estate, we ensure your legacy reflects your goals and secures your long-term financial intentions across borders.

We help you understand, structure, and optimize your compensation packages, including salary, bonuses, stock options, and benefits.

Our guidance ensures you make the most of your rewards while aligning them with your broader financial goals.

We help you protect what matters most - your family, income, and assets.

Through tailored insurance and asset protection strategies, we create a safety net that delivers security and peace of mind, wherever life takes you.

We help you structure and manage cross-border business entities between the US and Ireland to maximize efficiency.

Our tailored strategies minimize tax exposure, ensure full regulatory compliance, and create a strong foundation for long-term growth.

We help you navigate property financing in both the US and Ireland, finding solutions that fit your goals and financial situation.

From first-time purchases to cross-border property investments, we ensure your mortgage strategy is simple, efficient, and aligned with your broader financial plan.

We help Irish executors identify US based estate assets and facilitate their transfer back to the estate for distribution.

Our guidance ensures the process is efficient, fully compliant, and aligned with the wishes of the deceased, making this complex responsibility easier to manage.