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Bridging borders, building wealth

Establishing and running a business abroad is a remarkable achievement that few entrepreneurs accomplish. Your current position – and the financial opportunities it presents – is the result of years of hard work, calculated risks, and cross-cultural savvy. As your business has flourished internationally, your personal financial landscape has likely become increasingly complex, evolving far beyond what you initially envisioned.

Optimise globally, secure locally

As an international business owner, you're in a unique position to capitalise on global markets and diverse economic conditions. However, this also means navigating a maze of international tax laws, currency fluctuations, and varying investment landscapes. It's statistically probable that your entrepreneurial journey will continue to evolve, potentially leading to exits, new ventures, or a shift in your global footprint.

There's a reason why successful international business owners turn to us for financial guidance. We understand the intricate financial planning challenges you face in a way few others do. If you're still managing your finances as you did when you first expanded overseas, your strategy may have critical gaps. With our targeted approach, we can help you address these gaps, significantly enhance your global wealth strategy, and maximise the value of your international business achievements.

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You've outgrown basic financial advice

Generic financial advice and planning tools fall short when applied to your unique situation. Developing a comprehensive, well-thought-out plan is crucial at this stage of your entrepreneurial journey. You need holistic financial life management – expert guidance that acts as a personal CFO to you, the CEO of your global enterprise and personal life.

Regardless of where you are in your financial journey, our process is designed to position you for success – aligning your financial affairs with your international lifestyle and business goals, addressing complex cross-border tax implications, and building a globally diversified portfolio based on Nobel prize-winning investment theories.

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Pursuing a better investment experience

 

Download this free guide and discover 10 principles that provide a systematic, time-proven way to reach your financial goals.

Charting your course to financial freedom

The question we hear most often from international business owners is: "When can I achieve true financial independence?" Or, more precisely, "When can I exit/sell my business and live comfortably, wherever I want?"

To answer such questions accurately, we employ sophisticated financial planning software to model your family's net worth projection. This comprehensive analysis accounts for all expected global cash flows, investment returns across various markets, and international tax considerations throughout your lifetime.

But, before we look into the numbers, we take the time to understand you – your motivations, concerns, current global position, and future aspirations. By gaining insight into who you are and what you want from your international life and business, we can craft a bespoke, intelligent financial Life Strategy that transcends borders and supports your global ambitions.

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Book a Discovery Call

Great financial life management is like an iceberg, with most of the real story happening below the surface. There are deeper conversations to be had. AES advocates strongly for a well-planned, intentional, and flourishing future for all the business owners we serve. Book a no-obligation, no-commitment chat today.

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