Paul Flamini
SEC-Licensed Cross-Border Wealth Management | Financial Advisory for Expatriates & International Families
- Role
- Partner, Cross-border Wealth Management at Loadstone Group
- Location
- Miami, FL, US
- LinkedIn followers
- 500 followers
About Paul Flamini
As a Partner at Loadstone Group, I bring over 15 years of expertise in cross-border…
Experience
Partner, Cross-border Wealth Management
Jul 2014 — Present · Miami, FL, US
Provide specialized financial advice and wealth management solutions to US-connected clients and expatriates worldwide.• Utilize US-licensed advisory services to address unique challenges faced by clients residing abroad or within the US, including facilitating 401(k) to IRA rollovers, portfolio oversight, and trust service management.• Expertise in managing offshore pensions, including UK pension transfers, leveraging a broad range of regulated investment vehicles and offshore trusts to deliver customized strategies aligned to individual client circumstances.• Maintain close client engagement through ongoing portfolio reviews and proactive adjustments to support long-term outcomes.
Skills
- Equities
- Management
- Capital Markets
- Alternative Investments
- Emerging Markets
- Portfolio Management
- Private Banking
- Securities
- Estate Planning
- Financial Planning
- Derivatives
- Inheritance Tax Planning
- Wealth
- Business Planning
- Financial Risk
- Asset Management
- Hedge Funds
- Commodity
- Investments
- Fixed Income
- Relationship Management
- Asset Managment
- Financial Planners
- Investment Advisory
- Strategy
- Retirement
- Bonds
- Financial Markets
- Trading
- Investment Banking
- Wealth Management Services
- Funding
- Investment Management
- Asset Allocation
- Banking
- Mutual Funds
- Business Strategy
- Income Protection
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