US Citizens Living Overseas

“Our goal is to help US citizens and cross border families living and working overseas, to implement effective investment strategies and take full advantage of the opportunities to create wealth offered to them while living overseas.”

As an American living and working overseas, you face many new challenges when it comes to the complexities of your new lifestyle and how it affects your finances.  Investing efficiently and compliantly while living abroad can be daunting.  This often leads to inaction and mistakes.

 

It doesn’t have to though.  At Baobab Wealth Abroad, we are expats too.  We specialize in helping both Americans living abroad as well as non-US citizens living and working in the United States with these issues.  We can help you avoid the common mistakes we see American expats make (see below), and do much more.

 

Fill out the form to the right to schedule a friendly no-cost, no-obligation call to see if we can help you out.

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The Most Common Mistakes Made by Americans Living Abroad…

Don't want to make these mistakes? Download our Expatriate's Guide

Read the ultimate guide for navigating the financial complexities of living abroad. Coupled with this detailed guide, proper financial planning can help you minimize costly mistakes and financially maximize your time overseas.

 

This guide will help you by explaining:

I’m Jimmy Miller, CRPC®
Founder of Baobab Wealth Abroad

Born in Zambia, married to a German, and having spent most of my life as an expat, I’m certainly no stranger to untangling complicated tax and financial issues.

 

After working at other large financial firms for years, I wanted to be able to provide objective fee-based financial advice to Americans and cross-border families around the world through comprehensive planning and really help my clients reduce taxes, invest smarter, and become financially independent with the opportunities that come along with being an expat.

 

In 2015, I launched Baobab Wealth Abroad.

 

I am a speaker, author, contribute articles for national media, and am the host of the financial podcast, Abroad in America.

 

When not perfecting financial plans, you will usually find me with my wife, Sonja, and my son, Hendrik, or my clients enjoying international travel and the great outdoors!

MEMBERSHIPS AND DESIGNATIONS:

Videos for American Expats

Whatever your reason for moving beyond our borders, it’s almost certain that your financial situation will become more complex. Luckily, you can limit the effects of this with proper planning. Watch our videos for some tips to get started.
What is Cross Border financial planning?
For Expats

What is Cross Border Financial Planning?

WATCH VIDEO
For Expats

Do you need to file the FBAR? What happens if you don't file?

WATCH VIDEO
How to Keep Your US PHone Number While Traveling Abroad
For Expats

How to Keep Your US Number While Living or Traveling Abroad

WATCH VIDEO

From Russia with sadness: Baobab Wealth's Jimmy Miller reflects on his recent departure from Moscow

Read the article

by Helen Burggraf

When Americans who’ve never been to Moscow try to imagine what it must be like to live there, they typically envision a cold, bleak and unfriendly place, full of restrictions and constraints, says James (“Jimmy”) Miller, the American founder and principal of Baobab Wealth Management, who, at least until the end of last month, has been living there for the past four years, (while also maintaining a base in Alaska)…

Listen to the podcast

with John Richardson

Have peace of mind knowing your money stays with established institutions you can trust:
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