Thun Financial, based in Madison, WI, is a leading international wealth management firm specializing in serving American expats and cross-border families in over 90 countries. With over $245 billion in combined assets under management advisement, Thun Financial offers expertise in investment management, financial planning, strategic tax planning, and estate planning to help clients achieve their long-term financial goals while staying compliant with U.S. laws and regulations.
Through their team of cross-border wealth managers, Thun Financial provides tailored solutions to optimize investments, taxes, and estate plans for U.S. expats, addressing complex issues such as currency risk management, compliance with U.S. tax laws, and retirement planning abroad. Recognized as a top RIA firm, Thun Financial is dedicated to helping clients navigate the complexities of managing wealth while living abroad, offering valuable insights and resources to support their financial success.
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