Welcome to Patterson Partners.
Financial Counsel for Cross Border Living
All the issues associated with moving abroad, including pre-departure planning.
Planning issues for the eventual return home and how to plan so you can stay abroad or live in more than one country in your later years.
Planning for life in between and special issues.
Tax planning, tax return preparation and foreign reporting for US citizens abroad, dual nationals and those relocating to the USA.
Minimize complexity and increase certainty with customized solutions even if you’re not completely clear on what you want or where you’ll be…
Single or multi-currency, goals-based investment strategies without the bias of product sales.
Why Traditional Advice is inadequate
It is our experience that most dual national individuals and multinational families focus on their financial matters episodically and in segments. This is due in large part to the way that financial services are delivered: non-collaboratively and separately. For example, the estate planner hopes to transfer wealth effectively to the next generation, while the investment advisor hopes to maximize returns in relation to risk and the tax advisor seeks to minimize transfer and annual income taxes.Go on. Find out more.
You might reach the conclusion that all wealth management firms are similar. However if you look closer at us you’ll find that we have invested a lot of thought and energy into structuring our firm to be unique among both domestic and cross-border wealth management firms.
First, Patterson Partners Ltd. was founded by an expat now dual-national (aka “lovepat”) who realized the limitations of traditional financial services in truly serving the globally mobile family and entrepreneur.
We’ve been independently owned and operating via a strictly fee-for-service model and providing a fiduciary-level standard of care since inception in 2005. That means there are no conflicts of interest that arise from product sales. That also means that unlike most firms that talk about customized advice we don’t require you to transfer your investment accounts to us as a prerequisite for advice and guidance. Finally our entire firm is based on the needs of expats, lovepats, dual nationals and the globally nomadic rather than asking your unique life to fit into one service box.
There’s a lot more to say about this unconventional vision. Some of it we’ll address on this site. But most of it is stuff we should talk about in person, if the basic idea of what we’re doing sounds like what you’re looking for.