Who We Are
International Wealth Ventures is a cross-border financial advisory firm. We work with British and American expats settling in Spain, Portugal, and other low-tax jurisdictions, and with HNW clients weighing residency or citizenship by investment. The brief is straightforward: get the tax, pensions, and investments in order before the move, not after it.
Our Expertise
Why Choose International Wealth Ventures?
Qualified Advisers
Our advisers hold CFP, CFA, and STEP qualifications and have worked with cross-border clients for over a decade. We work with the tax position you actually have, not the one a brochure assumes.
One Plan, One Client
Every recommendation is written for one client. No model portfolios, no template plans, no scripts.
Local Specialists On Call
Tax counsel in Lisbon, Madrid, London, and New York. Estate solicitors in the UK and US. Property advisers in the cities you\'re most likely to move to. We bring them in when they\'re needed, not before.
Everything In Writing
Every recommendation comes with a written rationale and the assumptions behind it. If something changes, you\'ll see exactly what and why.