The list of American financial services companies is almost endless, but one voice shouts above the others for expats and international workers – deVere USA.
The company, led by CEO and founder Nigel Green, is leading the campaign to repeal the ill-judged Foreign Account Tax Compliance Act (FATCA) that has made such a mess of the finances of US expats.
But while being at the forefront of a Washington lobbying operation determined to see FATCA scrapped and consigned to the garbage bin of history, the company also offers all Americans a simple and straightforward pension, investment and saving advice.
Everyday financial advice
Green may be an outspoken critic of FATCA, but he also understands most Americans are unaffected by FATCA and need reliable help from trusted advisers about far simpler, everyday tax and wealth issues, such as:
- Retirement planning, including 401(k) and IRA plans
- Saving to put children thru college
- Estate and legacy planning
- Regular savings
- Wealth creation and protection
The company has two US bases in New York and Miami, Florida, but is well-placed to help expats worldwide.
The company’s global presence stretches to 46 offices around the globe, from which more than 80,000 clients with around $10 billion of wealth under management are looked after.
“deVere Group’s aim is to support our clients in creating, growing and safeguarding their wealth. We want to join their journey and make dreams come true,” says the company website.
“What distances us from competitors is dedication to our team. As a powerful network of seasoned professionals, they are the backbone of deVere Group, allowing us to provide nothing short of the high-quality, and dependable financial advice that we have become renowned for.”
Despite a global presence and hundreds of employees, Green still maintains the company benefits from offering a personal touch.
“Each client works with their own financial adviser. Together, they will develop, implement and manage a made-to-measure financial strategy that is fully in-line with the client’s situation, needs and plans for the future,” he says.
“At deVere Group, we work with people not numbers. Our clients’ success is what determines our success.”