Wealth Management for US Clients
“Our priority is to build enduring relationships founded on trust, expertise, and a commitment to our clients’ financial well-being. We combine deep market knowledge with a personalized approach to create tailored strategies that support each client’s unique goals. We aim to be more than just a financial firm—we’re your strategic partner for long-term success”
Peregrine & Black US is as an extension of the wealth management services offered by Peregrine & Black Investment Management. We are dedicated to providing comprehensive financial solutions for US citizens, no matter where they reside globally.
Navigating the complexities of US tax requirements often makes it challenging for US expats to find tailored wealth management services. Peregrine & Black US specializes in offering both discretionary investment management and execution-only services, ensuring our clients meet the necessary reporting obligations to the IRS and HMRC when required.
Our firm collaborates with US tax professionals to ensure that clients receive holistic financial guidance. We require all clients to engage with a US tax advisor, and we are happy to help connect them with one if needed.
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Investment Management
Bespoke Investment portfolios for High Net Worth Individuals trusts and Charities
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Pension & Retirement Planning
Comprehensive platform for 401(k), IRA and Roth IRA Accounts
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SIPPS for US Individuals
Tailored solutions to manage, set up and advise on SIPPs