St James Global Private Clients are pleased to announce our special partnership with Matthew Makowski, our specialist US technical advisor.
Mathew has extensive experience in US and international financial planning and specialises in helping US citizens and other international clients navigate the complexities of cross-border wealth management while living in Europe. He works closely with expatriates to provide tailored advice on investment management, retirement planning, tax-efficient wealth structuring, and long-term financial security.
Based in Europe and licensed to advise residents of Portugal and Spain, Matthew understands the unique challenges faced by US expatriates, including US tax reporting requirements, retirement account planning, estate considerations, and investment solutions designed to meet both US and European regulatory standards. His objective is to help clients preserve and grow their wealth while simplifying their financial affairs across multiple jurisdictions.
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