Creveling & Creveling is designed to provide expatriate families a level of service typical of a family office or private bank, but without the fees or minimums usually required by those institutions. While we work with a diverse clientele, most of our clients are busy professionals who are focused on their careers and businesses, have a long-term commitment to the region through marriage, career or lifestyle, and have cross-border planning needs along with the need for a global investment outlook. Specifically, we work with:
Entrepreneurs and Business Owners
Our clients have created and built a variety of successful businesses in the region, including consulting practices, professional services, educational institutions, and IT firms.
Employees of Multinational and Regional Firms
Our clients have come from a number of multinational and regional companies and organizations, to include Merck, Pepsi, Coke, Marriott, Kraft, United Airlines, Chevron, ConocoPhillips, the United Nations, Lovell’s, Cadbury, Avon, Mars, De Beers, The Financial Times, KPMG, Johnson & Johnson, Tesco, Citibank, UBS, Chambers of Commerce and International Schools.
Our clients have chosen to enjoy an international lifestyle in retirement. Along with the excitement and adventure of embarking on a new stage of life comes the additional complexity of adding an international dimension to traditional retirement planning. Planning and investment priorities typically involve restructuring assets and plans for overseas life, wealth preservation (including protection from currency fluctuations and inflation), planning for healthcare costs, and intergenerational transfer of wealth.