Fish Ellis Agency

Thun Financial Advisors, based in Shorewood Hills, Village of, WI, is a leading international wealth management firm specializing in serving American expats and cross-border families in over 90 countries. With over $245 billion in combined assets under management advisement as of July 1, 2023, their team of cross-border wealth managers offers expertise in investment management, financial planning, and strategic tax planning tailored to the unique needs of clients living and working abroad. Through their planning-led approach, Thun Financial Advisors helps expats optimize their investments, navigate complex tax laws, and ensure compliance with U.S. regulations. Their services cover a range of financial aspects, including currency risk management, retirement planning, international tax planning, and estate planning for U.S. citizens living abroad, providing comprehensive support to help clients achieve their long-term financial goals while abroad.Generated from the website

American Investment Advisors, Inc. (AIAI) has been providing discretionary investment management for high net worth individuals, corporations, retirement plans and non-profit entities since 1991. AIAI is an independent, fee-only investment advisory firm.