Our Services for Intermediaries
At Peregrine & Black US, we understand the importance of trusted partnerships, particularly when it comes to managing the wealth of US expats and individuals with complex cross-border financial needs. We offer comprehensive services for intermediaries, including financial advisers, accountants, solicitors, tax professionals, and other wealth management professionals. Our goal is to complement your existing client relationships by providing a range of investment management services tailored specifically for US citizens living abroad.
Partnering with US Tax Advisors, Accountants, and Wealth Managers
We work closely with a wide network of US tax professionals and financial advisers to ensure that the wealth management solutions we provide are fully compliant with US tax laws and regulations. By partnering with us, you gain access to our expertise in cross-border wealth management for US clients, allowing you to focus on your core services while we manage the complexities of global investment and tax reporting.
Our collaborative approach means that we can act as an extension of your team, offering your clients bespoke investment portfolios and tailored financial strategies, while ensuring that you maintain your primary relationship with the client.
How We Support Intermediaries
Whether you're an accountant with clients in need of cross-border tax solutions or a financial adviser working with US expats, Peregrine & Black US can help you provide a full-service wealth management offering to your clients. Our services include:
Discretionary Investment Management: We provide discretionary investment management services for US individuals, taking full responsibility for managing your clients’ portfolios based on their risk tolerance, goals, and preferences. This allows you to focus on your core advisory services while ensuring your clients’ assets are professionally managed in accordance with US tax and regulatory requirements.
Execution-Only Services: For intermediaries who prefer to remain actively involved in managing their clients' investments, we offer execution-only services. This enables you or your clients to retain full control over the decision-making process, while leveraging our expertise for trade execution and investment reporting.
Tax Reporting and Compliance: Managing investments for US citizens living abroad comes with unique tax and regulatory challenges. We work closely with US tax professionals to ensure that your clients’ portfolios are structured in a tax-efficient manner, while adhering to the reporting requirements of both the IRS and HMRC (where applicable). We provide the necessary platforms and documentation for seamless tax reporting, reducing the administrative burden for you and your clients.
Cross-Border Financial Planning: We specialize in serving US expats, navigating the complexities of managing assets across multiple jurisdictions. For intermediaries whose clients require sophisticated cross-border planning, we provide tailored solutions that consider both US and international tax law, estate planning, and retirement strategies.
Specialized Expertise: Our team has extensive experience in managing portfolios for US citizens with international financial interests. We have a deep understanding of the tax and regulatory frameworks governing US expats, enabling us to offer investment solutions that meet the highest standards of compliance and performance.
Bespoke Investment Solutions: Every client is unique, and we believe that their portfolios should reflect that. We offer tailored investment strategies designed to grow and preserve wealth while taking into account each client’s individual goals, time horizon, and risk tolerance. This personalized approach ensures that your clients receive a solution that is fully aligned with their needs.
Seamless Integration: We work seamlessly alongside intermediaries, ensuring that our services integrate smoothly with the work you’re already doing for your clients. Whether you need us to manage investments, assist with tax reporting, or provide strategic financial advice, we are flexible in how we work with you and your clients.
Enhanced Client Offering: By partnering with Peregrine & Black US, you can expand the range of services you offer to clients, particularly for those with complex international financial needs. Our expertise in cross-border wealth management allows you to confidently serve US expats and other globally mobile individuals without needing to become an expert in international tax law and regulation.
Transparent Collaboration: We prioritize transparency in all aspects of our relationships with intermediaries and clients. From fee structures to portfolio performance reports, we ensure that all stakeholders have clear and regular communication. You retain control over the client relationship while benefiting from our investment management expertise.
Key Benefits of Working with Peregrine & Black US
Who Can Benefit from Our Services?
Our intermediary services are designed for professionals working with US clients who require specialized wealth management solutions, including:
Financial Advisers: If you're advising US expat clients or individuals with cross-border financial interests, we can help you provide investment management solutions that are fully compliant with US tax laws, while enhancing your clients’ wealth.
Accountants and Tax Advisers: Managing the tax implications of international investments can be daunting. We collaborate closely with tax professionals to ensure that all investments are structured in the most tax-efficient way possible, simplifying reporting for both the IRS and foreign tax authorities.
Law Firms and Solicitors: Clients involved in estate planning, trust management, or cross-border legal matters may benefit from our expertise in investment management and tax-efficient portfolio construction.
Trustees and Fiduciaries: We work with trustees and fiduciaries who manage assets for US citizens abroad, providing sophisticated investment solutions tailored to the legal and tax frameworks of both the US and other jurisdictions.
At Peregrine & Black US, our commitment to excellence extends to our relationships with intermediaries. We are more than just a service provider—we are your trusted partner in delivering comprehensive wealth management solutions to your clients. By working with us, you gain access to a team of dedicated professionals who prioritize your clients’ success and ensure the highest standards of investment management, tax compliance, and client service.
Collaborative Partnership: We value long-term relationships and work closely with intermediaries to ensure seamless integration of our services into your client offerings. Our collaborative approach allows you to maintain and strengthen your client relationships while we handle the investment management and tax complexities.
Client-Centered Service: We are dedicated to providing the best possible experience for your clients, offering personalized solutions, regular communication, and complete transparency. Your clients’ financial success is our top priority.
Flexibility: We understand that each intermediary relationship is unique. Whether you need us to take full responsibility for managing your clients' investments or simply provide support for specific aspects of their wealth management, we offer a flexible approach that suits your needs.
If you're an adviser, accountant, or solicitor with US clients, Peregrine & Black US can help you provide bespoke investment management solutions and enhance the services you offer. We welcome the opportunity to collaborate with you and provide the expertise your clients need to grow and protect their wealth.
For more information on how we can work together, please contact Nicholas Palmer.