About Us
ABOUT US

Who We Are

International Wealth Ventures connects British and American expats with vetted cross-border specialists in tax, pensions, investments, and citizenship by investment. We work with families settling in Spain, Portugal, and other low-tax jurisdictions, and with HNW clients weighing residency or a second passport. The brief is straightforward: get the tax, pensions, and investments in order before the move, not after it, with the right specialist alongside you.

Our Expertise

Why Choose International Wealth Ventures?

Vetted Specialists

The specialists we introduce you to hold CFP, CFA, and STEP qualifications and have worked with cross-border clients for over a decade. We match you to the one who fits the tax position you actually have, not the one a brochure assumes.

One Plan, One Client

Every plan is written for one client by the specialist you're matched with. 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.

Talk to us

Calls are free and run about 30 minutes. We'll cover what you're trying to do, what's in the way, and which specialist is the right fit.

Book a call →

See how we work with new clients →