New Planning Group Specializes in International and Cross-Border Planning

Pinnacle Advisory Group, a private wealth management firm headquartered in Maryland and with branches in Miami and Naples, Florida, has created a division dedicated to international and cross-border planning. Called Pinnacle Advisory Group International (PAGI), it offers comprehensive wealth management to the growing number of non-U.S. citizens who live or want to live in the U.S., or who have assets in this country. The group will also serve American citizens or green card holders who live outside the U.S. or who have assets abroad.

The complexities of international financial planning are substantial and are increasing. The laws, rules, and regulations that apply in a domestic context may differ substantially in an international setting. An investment strategy, legal strategy, or structure that is perfectly suited in the U.S. may not be appropriate—or even legal—in the new foreign jurisdiction. Furthermore, coordinating planning between two or more jurisdictions with conflicting rules and regulations can be technically challenging and time consuming. That’s why it’s essential for international planning to be handled by those who specialize in the area.

PAGI will be directed out of Pinnacle’s Miami office by Raoul Rodríguez, CFP®, EA. “Raoul founded a wealth management firm in Mexico City that was subsequently sold to an American advisory firm,” noted Pinnacle CEO John Hill, CFP®. “He is one of the leading authorities in the country on international and cross-border planning and is perfect to lead this group.”

“In my experience, very few firms have the proficiency to handle the many nuances and complexities of international planning,” Rodríguez said. “Making decisions without the necessary expertise can lead to disastrous outcomes for clients.”

While PAGI will focus initially on citizens from Mexico and other Latin American countries, they anticipate expanding their offering to other regions as well, and their services will be available to any non-U.S. citizens who own property, have investment accounts, or do business in the U.S.

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Media Contact
Company Name: Pinnacle Advisory Group International
Contact Person: Raoul Rodríguez
Phone: 305.274.1600
City: Miami
State: Florida
Country: United States