Fee-Only Cross-Border Financial Planning Engagement
Fiduciary financial planning for expatriates in Thailand — cross-border tax, investment, pension, and international-marriage financial structuring.
Price on request
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Overview
Creveling & Creveling is one of very few fee-only, fiduciary advisory firms operating in Thailand, meaning they are paid only by their clients and never by product commissions or fund kickbacks. The firm specialises in the layered complexity facing long-term expatriates: dual tax obligations, currency risk, international pension consolidation, and — increasingly — the financial planning implications of cross-border same-sex marriages, including joint property structuring, beneficiary designations across jurisdictions, and estate-tax optimisation. An initial enquiry call is used to assess fit and scope; fees are agreed before any formal engagement begins and are quoted based on the complexity of the client's cross-border situation.
What to expect
Creveling & Creveling Private Wealth Advisory is a fee-only, fiduciary firm operating in Thailand — meaning they are paid solely by their clients, with no product commissions or fund kickbacks. Their engagements address the layered complexity faced by long-term expatriates: dual tax obligations, currency risk, international pension consolidation, and the financial planning implications of cross-border situations including joint property structuring, beneficiary designations across jurisdictions, and estate-tax considerations. The process begins with an initial enquiry call to assess fit and scope; all fees are agreed transparently before any formal engagement begins.
Who it's for
This engagement is for long-term expatriates and internationally mobile individuals in Bangkok who need impartial, expert financial planning across multiple jurisdictions. It is particularly relevant for same-sex couples navigating the financial dimensions of cross-border marriages, joint asset ownership, and international estate planning — anyone whose financial life spans more than one country.
Why we recommend it
PrideShow has identified Creveling & Creveling as an LGBTQ+-affirming financial advisory firm and included it in its curated professional-services directory, recognising the firm's expertise in supporting cross-border same-sex couples with financial planning. PrideShow connects you to the firm; all financial advice and planning is delivered by Creveling & Creveling.
Frequently asked questions
- What does 'fee-only, fiduciary' mean in practice? ▾
- It means the firm is paid only by you and is legally obligated to act in your best interest — not by product providers. Discuss what this means for your engagement with Creveling & Creveling directly via the link on this page.
- Can the firm advise on the financial implications of a cross-border same-sex marriage? ▾
- The firm specialises in cross-border financial planning including the implications of international marriages. Discuss your specific situation with Creveling & Creveling directly via the link on this page.
- How are fees structured for a cross-border planning engagement? ▾
- Fees are quoted based on the complexity of your cross-border situation and agreed before any formal engagement begins. Contact Creveling & Creveling via the link on this page to discuss how fees would be structured for your circumstances.
- Where is the firm based and do they work with clients outside Bangkok? ▾
- The firm operates in กรุงเทพฯ. Discuss geographic scope and how they work with clients in other locations directly with Creveling & Creveling via the link on this page.
- How do I start an engagement with Creveling & Creveling? ▾
- Request an initial enquiry call via the link on this page. PrideShow connects you to the firm; the firm handles all financial planning and advice.
About Creveling & Creveling Private Wealth Advisory
Fee-only, fiduciary wealth planning firm specialising in cross-border financial complexity for expats in Thailand, including international-marriage tax structuring and multi-currency investment management.
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