Financial planning & asset management for globally oriented citizens with U.S. interests.
Aberdour Investments is a leading financial services provider, specializing in financial planning and asset management for globally oriented citizens with U.S. interests. With a focus on navigating the complexities of global wealth management, Aberdour Investments offers comprehensive resources and planning for Americans living abroad and foreigners residing in the U.S.
Located in Shoreview, Minnesota, Aberdour Investments addresses the unique challenges faced by cross-border families. These include navigating unequal tax regimes, building wealth across multiple jurisdictions, and managing foreign retirement plans and savings accounts. The firm provides expert guidance on real estate considerations and cross-border taxation, ensuring clients are well-prepared for retirement, regardless of where they choose to settle.
Aberdour Investments is dedicated to delivering tailored financial solutions that simplify complex financial landscapes. With a commitment to excellence and a deep understanding of global financial dynamics, Aberdour Investments empowers clients to achieve their financial goals.
To the Manager of Aberdour Investments: We invite you to create a customized and exclusive company showcase and product listing on our platform, enhancing your visibility and reach within the financial services sector.
Compare Aberdour Investments with 3 companies in Financial-Services
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Founded Year
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— | 1971 | 1990 | 1994 |
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Company Size
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— | 11-50 | 2-10 | 2-10 |
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City
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Shoreview, Minnesota | San Marcos, Texas | Seattle, WA | |
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Country
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United States | United States | United States | |
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Skills & Keywords
Comparing with main company
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10 Total Skills
Financial Planning
Asset Management
Global Wealth Management
Cross-Border Taxation
Retirement Planning
Investment Strategies
Financial Services
financial advising
financial planning
investments
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11 Total
11 Unique
Unique Skills:
employee benefits
equity release
financial education
mortgages
payroll
pensions
+5
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2 Total
2 Unique
Unique Skills:
personal finance
wealth management
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6 Total
6 Unique
Unique Skills:
AIF
investment advising
RIA
shareholder activism / engagement
SRI / ESG money management
wealth management
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