OVERLAND PARK, Kan.--(BUSINESS WIRE)--Stewart S. Koesten, M.S.F.S., CFP®, CIMA®, Cert(IM), Global Financial Planning Fellow (USA), Chairman and Senior Wealth Manager at Aspyre Wealth Partners®, announces his focus on Global Financial Planning to address the growing trend of American citizens seeking international living options.
“Affluent individuals and families have various reasons for exploring a life outside the U.S.,” Koesten explained. “My aim is to provide guidance and personalized financial planning strategies, in coordination with legal and tax experts, to help them navigate the intricate landscape of living abroad.”
Koesten brings over four decades of experience in wealth management. His Investment Migration certification equips him with the knowledge to offer guidance on various citizenship and residence-by-investment programs, enabling individuals to obtain citizenship or residency in exchange for investments in their host countries. As a Global Financial Planning Fellow, Koesten leverages a vast network of international professionals to deliver coordinated and comprehensive advice.
LIVING ABROAD: A GROWING OPTION AMONG WEALTHY AMERICANS
Various reports highlight an increase in American pursuit of dual citizenship or long-term residency abroad. Notably: CNBC's The rich are getting second passports, citing risk of instability.
For many, acquiring dual citizenship enhances global mobility and economic flexibility, particularly during retirement. Others view it as a safeguard against political and social ambiguity within the U.S.
A dual citizen himself, Koesten is a strong advocate for clients securing dual citizenship. “For my family, a second citizenship opened up opportunities for my kids and grandkids to live, travel, study and work in both the U.S. and anywhere in the European Economic Union,” said Koesten.
ADAPTING FINANCIAL STRATEGIES TO A GLOBAL LIFESTYLE
Global financial planning encompasses strategies to tackle complex investment, tax, currency, and legal implications. Lifestyle considerations are examined from an international perspective, also.
“One of the most significant challenges is navigating the regulatory and tax frameworks of different countries,” Koesten noted.
For more information about Stewart Koesten and Global Financial Planning, visit Aspyre Wealth Partners.
ABOUT STEWART KOESTEN
Stewart Koesten, M.S.F.S., CFP®, CIMA®, Cert (IM), GFP (USA), is the Chairman and Wealth Manager at Aspyre Wealth Partners. He specializes in Global Financial Planning for high-net-worth individuals seeking to retire or work abroad, as well as U.S. citizens planning to repatriate. Koesten is committed to offering unparalleled expertise and a collaborative approach to financial success.
ABOUT ASPYRE WEALTH PARTNERS
Aspyre Wealth Partners is a fee-only, independent registered investment advisory firm based in Overland Park, Kansas. Serving clients nationwide, the firm consists of a resolute team of highly credentialed advisors, financial planners, and investment management professionals. Aspyre provides personalized advisory services grounded in institutional knowledge, with a fiduciary commitment to holistic financial planning and investment management across various needs, including retirement, tax efficiency, estate planning, and more. Learn more at aspyrewealth.com.
