US and UK Qualified
Advisor is US & UK qualified
Cross-Border Specialists
Focus on tax, compliance, and multi-jurisdiction estate planning
Discreet and Independent
Fee-only, fiduciary approach with no product sales
Cross-Border Wealth Planning
for US Citizens in Asia
No prep. Ask anything.
Stop juggling fragmented accounts and conflicting tax rules.
Get a US-compliant wealth strategy built for life in Asia in just 30 days.
Who We Help
"You are a US citizen or green-card holder in Asia with $100k+ to invest. You are looking for a cohesive strategy, not just more accounts."
- Executives navigating equity compensation and international moves.
- Retirees needing a sustainable, tax-aware income strategy that travels.
- Globally Mobile Families who demand structure, coordination, and confidence across borders.
- Minimum Investable Assets: US$100k+
🛑 The Problems We Solve:
Ending Expat Financial Fragmentation
Your life is global, but your finances are in silos. We integrate your US obligations with your life in Asia to eliminate costly mistakes and missed opportunities.
The Challenge
The Solution We Provide
30-Day Cross-Border Financial Sprint
What You Get
Your life is global, but your finances are in silos. We integrate your US obligations with your life in Asia to eliminate costly mistakes and missed opportunities.
The One-Page Financial Plan
Your entire financial life summarized on a single, actionable sheet you can follow immediately.
US-Compliant Portfolio Blueprint
A clear, diversified investment strategy built for US rules and your country of residence.
Investment Policy Statement (IPS)
Target asset allocation and risk guardrails that formalize your strategy.
PFIC-Safe Fund List
Instruments you can actually buy and hold without triggering punitive US tax rules.
Custodian & Account Setup Path
A step-by-step guide to opening accounts that work for US persons living abroad.
Cross-Border Estate Plan Outline
A clear beneficiary map and plan coordinated for both US and SE Asia jurisdictions.
90-Day Action List
Specific, ranked tasks to start implementing your plan immediately.
From Fit to Confidence
Our Process
A straightforward, transparent path to financial clarity.
Fit Call (15 Minutes)
Confirm your goals, complexity, and mutual fit. If we are not right for you, we will say so.
Clarity Meeting
You ask every question on your list. Our goal is to help you make an educated decision. No pressure.
Plan Build
We do the heavy lifting to craft your One-Page Plan, portfolio blueprint, and 90-day actions.
Plan Delivery
We walk you through the plan in plain English and agree on the first moves, including account openings and transfers.
Implementation & Reviews
We deploy the portfolio and structures, then move to quarterly check-ins and an annual strategy refresh.
Get Your Answers
Frequently Asked Questions
Both. We can implement and manage the portfolio, or we can advise and you handle the implementation—whichever you prefer.
Yes. We lead the plan and actively coordinate execution with your US CPA, local accountant, attorney, and any other advisor to ensure alignment.
No. We work across Singapore, Thailand, Indonesia, and the rest of Southeast Asia by secure video. In-person meetings are available when feasible.
Yes. Your plan and structures are built to travel. We provide a Relocation Playbook when needed to ensure a smooth, tax-aware transition to your next country.
Take Control of Your Global Wealth
Start with a 15-Minute Fit Call
No prep. Ask anything.
No prep. Ask anything.
Head office address:
103 Pham Viet Chanh
Binh Thanh District
Ho Chi Minh City, 70000, Vietnam
Binh Thanh District
Ho Chi Minh City, 70000, Vietnam
Call for a consultation:
+84 (0)28 3821 5367
Email for information:
Info@ten-pac.com
Get Your Personalized Plan
Work with a Cross-Border Specialists