📍 Sukhumvit Soi 24, Bangkok
Private wealth advisory specializing in cross-border financial planning for expatriates throughout Southeast Asia.
Expat Focused Planning (trading as Client-Centered) provides customized investment and financial planning services specifically designed for expatriates pursuing international lives in Thailand and throughout Southeast Asia. The firm offers a unique, personalized wealth advisory service that is rarely found in the Southeast Asia region, combining deep understanding of expat financial challenges with professional expertise in cross-border wealth management. Unlike many advisory firms that focus solely on product sales, Expat Focused Planning takes a truly client-centered approach, working to understand each client's unique circumstances, goals, and concerns before recommending solutions. This philosophy recognizes that expatriates face distinct financial challenges including managing multiple currencies, navigating complex tax situations across jurisdictions, planning for retirement while living abroad, coordinating investments across countries, and ensuring wealth is protected and efficiently transferred. The firm provides comprehensive services including personalized financial planning tailored to expat life stages and goals, investment advisory with portfolio management suited to international lifestyles, cross-border tax planning to optimize tax efficiency across jurisdictions, currency management strategies to mitigate foreign exchange risks, retirement planning designed for expatriates, and estate planning for international assets. Expat Focused Planning serves clients throughout Southeast Asia, understanding the regional nuances that affect expatriate wealth management. Their commitment to personalized service and deep expertise in expat-specific financial issues makes them a valuable partner for individuals and families building wealth while living internationally.
Initial Consultation: Discuss your expat situation, financial goals, current assets, and specific concerns
Comprehensive Financial Review: Analyze current financial position, tax situation, investments, and insurance across all jurisdictions
Customized Plan Development: Create integrated financial plan addressing investment, tax optimization, currency management, and retirement
Implementation: Execute plan with appropriate investment vehicles, tax structures, and wealth protection strategies
Ongoing Advisory: Regular reviews and adjustments as your expat life evolves and circumstances change
Coordination: Liaise with tax advisors, legal professionals, and other specialists as needed
Fee-based advisory with transparent pricing
"Expat Focused Planning truly understands the unique challenges of managing wealth while living across multiple Southeast Asian countries. Their client-centered approach and cross-border tax expertise have been invaluable. Finally found an advisor who gets the expat lifestyle."
Michael Anderson · American Expat, Regional Director Southeast Asia
"The personalized service is exceptional - they took time to understand my specific situation rather than pushing products. The currency management strategies have saved me significant amounts, and the retirement planning accounts for my eventual return to France. Highly recommend for expats."
Sophie Martin · French Professional, Bangkok
"Managing investments and taxes across Singapore and Thailand was becoming complicated. Expat Focused Planning created a clear, integrated strategy that optimizes my financial position across both countries. Their Southeast Asia expertise and personalized approach set them apart."
David Chen · Singaporean Entrepreneur, Thailand
We specialize exclusively in expatriate financial planning throughout Southeast Asia, with deep understanding of cross-border complexities. Our client-centered approach focuses on your unique situation and goals rather than product sales. This personalized wealth advisory service is rare in the Southeast Asia region.
Yes, we work with expatriates from diverse countries living in Thailand and throughout Southeast Asia. Our expertise covers various home country tax systems and we coordinate with specialists as needed for complex jurisdictional issues.
We provide strategies to optimize your tax position across multiple jurisdictions, considering tax treaties, foreign income exclusions, and efficient structures for international assets. We work to minimize tax burden legally while ensuring compliance in all relevant countries.
Yes, expat retirement planning is a core service. We help navigate challenges like pension portability, social security across borders, retirement income sourcing, healthcare planning, and ensuring financial security regardless of where you ultimately retire.
Established expat advisory practice in Bangkok
✓ Private Wealth Advisory Specialization
✓ Cross-Border Financial Planning Expertise
✓ Southeast Asia Regional Advisory