Our Services
Asset Consolidation
Consolidation of assets with custodians that can hold your assets, especially for US expatriates.
Many US custodians and investment houses will no longer hold your investment and retirement accounts once you move overseas.
Nardis works exclusively with custodians who can hold assets in the US for people with foreign residential addresses.
Asset consolidation is also useful to gain greater control over one’s assets, for reporting and for estate planning purposes.
Ready to Get Started?
Schedule a consultation with one of our advisors to discuss your financial needs.