Who We Serve: Specialized Financial and Tax Planning
At Soaring Wealth, we specialize in providing personalized, proactive financial and tax planning services to a select group of high-net-worth professionals navigating complex cross-border and equity compensation challenges. Whether you are an employee managing equity compensation, a US expatriate living in Europe, or an investor or partner involved in private equity, we understand your unique needs and craft strategies that maximize your wealth, minimize tax burdens, and reduce stress so you can focus on what matters most – your family and career, and building a life you love.
1
Employees with Equity Compensation
Equity compensation can be a powerful wealth-building tool, but its complexity often creates confusion around tax implications and timing decisions. We guide you through managing incentive stock options, RSUs, ESPPs, and other equity plans with strategies tailored to your specific situation — helping you retain maximum value and avoid costly mistakes.
2
US Expats in Europe
Living and working abroad presents a host of financial and tax complexities, especially for US citizens in Europe. We help you confidently manage cross-border tax compliance, retirement planning, and investment strategies while minimizing double taxation and regulatory pitfalls. Our expertise ensures your financial life stays organized and optimized – no matter where you call home.
3
Investors and Partners with Private Equity
Private equity investments demand specialized tax planning and ongoing oversight to handle partnership structures, foreign investment reporting, and portfolio diversification challenges. We take a proactive approach to optimize returns, maintain compliance, and plan your investment exits smartly – while staying aligned with your broader financial goals.
4
Retirees and Near Retirees
As you approach retirement, the financial landscape becomes even more complex — especially with cross-border considerations and sophisticated investment portfolios. We help retirees navigate retirement income planning, tax-efficient wealth distribution, and Social Security strategies that factor in both US and European rules. Our goal is to create a clear, actionable plan that preserves your wealth, manages risks, and provides confidence as you transition into this next chapter of life.
