

📍 Based in: Nebraska, United States
🌍 Serving: Oceania, the USA, the UK, and the UAE
Cross-Border Tax & Financial Planning for U.S. Expats
I am the founder of Fyvie Family Group, holding a Diploma in Financial Advice and a PETR from LIBF (now Walbrook), along with a BA Hons in English Literature and Language from the University of Wales, Swansea. I am affiliated with XYPN, NAPFA, FPA, and LIBF UK.
I work with U.S.-connected persons, handling cross-border tax and financial planning across the U.S., United Kingdom, New Zealand, Australia, and UAE, among many other countries. Many of my clients hold multiple citizenships or work with international organizations and global businesses.
I do not require a minimum AUM, which means clients often get access to tailored planning they would not find elsewhere. I have a particular focus on ESG and SRI investing for clients who want their portfolios to reflect their values.
I have been featured in the Telegraph UK and the Guardian.
About Fyvie Family Group
Fyvie Family Group was built around the belief that clients deserve individual attention, not a generic solution pulled off the shelf. The firm's focus on helping clients align their investments morally and ethically is a passion that builds a deeper level of understanding with every client relationship.
With a small, multi-jurisdiction team, Fyvie Family Group brings a collaborative, shared approach to cross-border financial planning, serving truly global clients, including those with multiple citizenships and members of international organizations and businesses.
Languages Spoken
- English
Client Focus
- US Expat Moving Abroad
- US Expat Living Abroad
- Non US Persons Moving to the US
- Non US Persons Leaving the US with US Based Assets
- International Couples
- LGBTQIA
- Women
- U.S. Business Owners
- Divorced/Widowed
- U.S. Couples
Expert Services Offered
- Cross Border Financial Advisor
- Cross Border Estate Planning
- Cross Border Business Tax Planning
- Cross Border Individual Tax Planning
- Investment Management
- US Tax Prep
- Cross Border Financial Planner
- Local Foreign Country Tax Prep with US clients
- International Tax Preparation
Compensation Model
- Fee Only
- Hourly Rate
- AUM (Assets Under Management)
- Subscription
