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Creveling & Creveling Private Wealth Advisory
 

Creveling & Creveling Private Wealth Advisory

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Information about our firm and services for expats.

Information about our firm and services for expats.

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    Creveling & Creveling Private Wealth Advisory Creveling & Creveling Private Wealth Advisory Document Transcript

    • Creveling & Creveling Private Wealth AdvisoryCreveling & Creveling is a fee-only private wealth advisory firm specializing in helping expatriates living in Thailand andthroughout Southeast Asia build and preserve their wealth. Through our unique, integrated consulting approach, we arededicated to helping our clients cut through the financial intricacies of expatriate life, make better decisions with their money,and take the steps necessary to provide a more secure future.About Creveling & Creveling As long-time Thai residents and financial professionals, we understand the financial challenges faced by many expatriates—the lack of clear and complete information, conflicting tax jurisdictions, currency issues, confusing local and home country regulations, and international marriages—among a myriad of other issues. We know it can be difficult to find unbiased advice that incorporates both the local and global perspective required by most expats and that truly addresses the range of financial planning and investment issues they face. Our goal is to serve as your private wealth advisor guiding you through the various facets of your financial life to help you make better financial decisions, increase your household wealth and create a more secure future.Wealth Advisory and Financial Planning ServicesAt Creveling & Creveling, our goal is to help you make smart financial and investment decisions year after year. Our detailedwealth advisory service encompasses a thorough initial review and ongoing support covering all of the following relevantareas and more:• Initial financial review • Dual-nationality marriage • Estate planning considerations• Customized global portfolio • LTF / RMF, provident funds, design • College funding strategies and Thai investments• Currency decisions • Executive compensation • Net unrealized appreciation maximization analysis• 401(k), 403(b), IRAs, and corporate pension plans • Stock option / RSU analysis • Lump sum vs. annuity decisions• Tax and fee minimization • Home and investment property purchase analysis • Pre-retirement decision• Retirement / goal funding making and structuring strategies • Buy / rent decisions• Insurance needs • Tax planning 3 Sukhumvit Soi 30, Khlong Toey, Bangkok 10110 | Tel: +66 2 661-2716 | crevelingandcreveling.com
    • Our ProcessAt Creveling & Creveling we provide an integrated approach to your financial planning and investment needs. Our beliefis that the financial decisions that go into wealth accumulation and preservation are inextricably linked and need to beconsidered holistically. This is especially true for many expatriates who face multifaceted tax, regulatory, and practicalcomplexities to managing their finances. Our process starts with a thorough review of your entire financial situation beforedeveloping customized strategies to help you achieve your goals.We also believe that financial decision making and the management of your financial affairs is not a one-time event. Wealth isonly created by continuously making smart financial and investment decisions as your career and life evolve. Our approachhelps ensure that you develop and enact solid strategies, which we then review and refine with you on a regular basis.Our goal is to work in partnership with you to ensure you have the type of professional ongoing support you need to makeinformed decisions about your future. Define the Present Relationship Recommendations Financial planning is an ongoing process, not a Initial Analyze one-time event. Success Implement Data Gathering & Evaluate is achieved through Recommendations the compounded value of consistently making decisions over time. Make Adjustments Monitor & Develop New Progress Strategies A global lifestyle can be exciting, adventuresome and rewarding ... but it also presents unique financial challenges and complexity. When you’re ready, we welcome the opportunity to help you get the most from your international life. 3 Sukhumvit Soi 30, Khlong Toey, Bangkok 10110 | Tel: +66 2 661-2716 | crevelingandcreveling.com
    • Creveling & Creveling AdvantagesAt Creveling & Creveling, we provide a unique, personalized wealth advisory service rarely found in Southeast Asia. Beyondthe specific value obtained from ongoing financial planning and investment advice, our holistic approach provides clients amyriad of benefits that set us apart from typical U.S. and offshore advisors. Holistic Wealth Advisory Services • Specializing in financial planning and investment advice for expatriates • Extensive discovery process serves as foundation for advice • Customized advice only—no product sales • Incorporates special tax rules for U.S. expatriates • Custom portfolio design • Globally oriented investment advice including local market products • Investment advice integrated with ongoing, extensive financial planning supportHighest Level of Regulation, Education & Transparency• Transparent fee-only compensation• Voluntarily regulated by the U.S. Securities and Exchange Commission (SEC)• Licensed by the Thai Ministry of Finance and regulated by the Thai SEC• Legally responsible as fiduciaries to act in our clients’ best interest• All advisors hold the Chartered Financial Analyst (CFA) designation - a post-graduate level investment designationPersonal Service & International ProfessionalCustomized Solutions Network• Personalized attention and ongoing support • Institutional relationships with leading custodians in both the U.S. and offshore markets• Customized financial planning and investment advice for each unique situation • Memberships with top industry organizations and associations• Low client-to-advisor ratio• Collaboration with our clients’ other advisors 3 Sukhumvit Soi 30, Khlong Toey, Bangkok 10110 | Tel: +66 2 661-2716 | crevelingandcreveling.com
    • Compare Creveling & Creveling With Others Creveling & Creveling U.S. Brokerages Offshore Brokers/Advisors Financial Advisory Specializes in financial planning advice for expatriates Comprehensive planning used as foundation for advice Customized advice vs. product sales Integrates special tax rules for U.S. expatriates Investment Advisory Custom portfolio design Designed for expats Recommends custodians and products appropriate for U.S. clients Recommends custodians and products appropriate for non-U.S. clients Incorporates local market products Integrated with comprehensive financial planning Compensation Structure Transparent fee-only compensation Conflicts of interest removed Service Personalized ongoing attention Low client-to-advisor ratio (<25:1) Collaboration with client’s other advisors Regulatory Oversight Advisor regulated in Thailand Advisor regulated by U.S. SEC or other regulatory authority Advisor holds recognized professional qualifications Advisor held to a fiduciary standard Yes Partially Generally No When you’re ready, we welcome the opportunity to help you get the most from your international life. 3 Sukhumvit Soi 30, Khlong Toey, Bangkok 10110 | Tel: +66 2 661-2716 | crevelingandcreveling.com
    • Our ApproachAt Creveling & Creveling, we provide an integrated approach to your financial planning and investment needs. Our beliefis that the financial decisions that go into wealth accumulation and preservation need to be considered holistically. This isespecially true for many expatriates who face complex tax, regulatory, and practical situations when managing their finances.We believe that financial decision making and the management of your financial affairs is not a one-time event. Wealth is onlycreated by continuously making smart financial and investment decisions as your career and life evolve.Our ProcessWealth is created through the compounding of sound financial and investment decisions over a lifetime. It is not created withan intermittent focus on your affairs or with the type of cursory financial advice received incident to the sale of a financialproduct or investment scheme. That is why we have designed a unique, consultative approach to providing Southeast Asia’sexpatriate community with the type of ongoing professional support they need to achieve their financial goals as they pursuetheir lives abroad. Our aim is to provide you with the specialized, professional advice you need throughout your life so youcan make the smart financial and investment decisions required to help you reach your goals.We do not sell financial products or receive compensation from any product or service provider. This allows us to focuson working solely in your best interest to deliver cost and tax-efficient, customized solutions to meet your unique financialplanning and investment needs. Define the Present Relationship Recommendations Financial planning is an ongoing process, not a Initial Analyze one-time event. Success Implement Data Gathering & Evaluate is achieved through Recommendations the compounded value of consistently making decisions over time. Make Adjustments Monitor & Develop New Progress Strategies 3 Sukhumvit Soi 30, Khlong Toey, Bangkok 10110 | Tel: +66 2 661-2716 | crevelingandcreveling.com
    • Wealth Advisory Services At Creveling & Creveling, our goal is to help you make smart financial and investment decisions year after year. To achieve this, we examine not only your current investment strategies, but all areas affecting your financial well being. Our service starts with a detailed discussion of your goals and priorities along with a thorough analysis of your current situation. We then develop and help you implement specific financial planning and investment strategies to help you achieve your financial and lifestyle goals.Investment Advisory• Customized Global Portfolios • Concentrated Stock Position Evaluation• Advice on all Accounts—IRAs, 401(k)s, Taxable • Stock, Bond, Currency Decisions• Integrates Assets Across Multiple Tax Jurisdictions • Assessment of Risk Capacity and Tolerance• Tax and Fee-Efficient Investing • Performance Tracking and ReportingRetirement Planning• Retirement Structuring for Retirees • Feasibility and Scenario Analysis• Considerations for Retirees in Thailand • Required Minimum Distributions• Optimal Distribution Strategies • Pension Maximization• Social Security Decisions • Reverse Mortgage Evaluation• Annuity Analysis and Considerations • Determination of Maximum Withdrawal Rates• Retirement Cash Flow ModelingTax Planning• Tax Minimization Strategies • Tax Minimization Strategies for U.S. Expats (Incorporating PFIC/CFC Rules)• Effective Utilization of IRAs, 401(k)s,403(b), etc. • Tax-Efficient Distribution Strategies for Retirees• Effective Utilization of Thai Provident Funds, LTFs, RMFs• Tax Minimization Strategies for U.S. Citizens Married to Non-US Citizens 3 Sukhumvit Soi 30, Khlong Toey, Bangkok 10110 | Tel: +66 2 661-2716 | crevelingandcreveling.com
    • Education Planning• Determination of College Funding Requirements • Best 529 Plans for U.S. Expats• Calculation of Savings Targets • Asset Allocation and Fund Selection• Tax-Efficient Funding StrategiesRisk Management• Life Insurance • Mitigation of Currency Risk• Disability Insurance • Mitigation of Longevity Risk for Retirees• Long-Term Care Insurance • Hedging StrategiesFinancial Management• Budget Development • Simplification of Financial Situation• Offshore Custodian Selection and Account • Financial Decision Making Support Consolidation • Implementation Support and Accountability• Integration with Other Advisors (Tax, Legal, • Financial Education Insurance)Executive Compensation Planning• Maximization of Employment Benefits • Warrant Analysis and Optimization• Stock Option vs. Restricted Stock • Net Unrealized Appreciation Analysis Decisions • Lump Sum vs. Annuity Decisions• Stock Option Planning and OptimizationFinancial Decision Making• Buy vs. Rent Decisions • IRA/Roth IRA Rollover Analysis• Analysis of Investment Property • Facilitation of Goal Setting• Analysis of Mortgage/Financing Options • Consumption Decisions• Second Opinions on Investments 3 Sukhumvit Soi 30, Khlong Toey, Bangkok 10110 | Tel: +66 2 661-2716 | crevelingandcreveling.com