Please click the button below to fill out the form which will place you on our waitlist.

We will either connect you with one of our partner advisors or reach out to work with you when one of SWAN’s advisors becomes available.

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If your investable assets (not including your home) are less than $250,000 and you are in urgent need of assistance, we recommend securing the assistance of a cross-border accountant and lawyer.  They will be able to assist you with most of your cross-border planning needs.