Calvin Thomas / US Expat Wealth Management
We integrate U.S. fiduciary duty with on-the-ground Spanish realities.
SEC-compliant portfolios designed for cross-border tax efficiency. We navigate PFIC rules, Modelo 720 reporting, and currency risk.
401(k) rollovers, Roth conversions, and Social Security optimization. We coordinate with your U.S. benefits while managing Spanish tax implications.
Year-round U.S./Spanish tax coordination. We work with your CPA and asesor fiscal to minimize double taxation and avoid compliance pitfalls.
Spanish property acquisition, mortgage structuring, and wealth transfer strategies. We connect you with trusted legal and banking partners.
Cross-border wills, trusts, and succession planning. We ensure your U.S. estate plan aligns with Spanish inheritance laws and minimizes tax exposure.
FBAR, FATCA, Modelo 720, and all ongoing reporting. We track deadlines, prepare documentation, and coordinate with your tax professionals.
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Without proper cross-border planning
Potential with optimization
These estimates are for illustrative purposes only
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Based on your unique situation
From discovery to ongoing management, we architect your cross-border wealth with precision.
We begin with a comprehensive video consultation to understand your full situation—U.S. assets, Spanish residency status, family structure, and goals. No sales pressure, just an honest assessment of fit.
We create a customized wealth management strategy that addresses your unique cross-border situation. You'll receive a detailed written plan covering investments, tax optimization, retirement, and estate planning.
We execute the plan, coordinating with your existing advisors (CPAs, attorneys, gestorías) to ensure seamless implementation. This includes account setup, asset transfers, and initial portfolio construction.
Your situation evolves—so does our service. We provide continuous portfolio management, quarterly reviews, annual tax planning sessions, and 24/7 access to your financial dashboard. You're never navigating alone.
Join our Q1 Spain expansion. Calvin and the Paratus USA team are currently accepting applications for the supervised U.S. Expat Lane.
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