Investment Management & Advisory
Fee-only investment management and ongoing advisory for cross-border expat clients.
Price on request
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Overview
Fee-only investment management and ongoing advisory for cross-border expat clients.
What to expect
Creveling & Creveling Private Wealth Advisory provides fee-only investment management and ongoing financial advisory tailored to cross-border expat clients living in Thailand. Services cover portfolio construction, asset allocation, retirement planning, and tax-efficient structuring across multiple jurisdictions. As a fee-only firm, they charge directly for advice rather than earning commissions on products, which keeps recommendations aligned with client interests. Engagements typically begin with a comprehensive financial review before a personalised investment plan is developed.
Who it's for
Expatriates residing in Thailand who manage assets across more than one country and want professional, conflict-free guidance on growing and protecting their wealth. This service suits those approaching retirement, newly arrived expats establishing a financial structure in Thailand, or anyone seeking a clearer picture of their cross-border financial situation.
Why we recommend it
PrideShow curates professional-services providers that welcome international clients with diverse family structures, and Creveling & Creveling's fee-only model removes the product-sales incentives that can cloud financial advice. Their long-standing focus on expat clients in Southeast Asia means they understand the legal and tax nuances that affect people whose lives, assets, and relationships span multiple countries.
Frequently asked questions
- What does 'fee-only' mean in practice? ▾
- Fee-only means the firm is paid directly by you — through a flat fee, retainer, or percentage of assets managed — and does not receive commissions or referral payments from financial-product providers. This structure reduces conflicts of interest in the advice you receive.
- Do they work with clients who have assets in multiple countries? ▾
- Yes. The firm specialises in cross-border expat situations, including clients with retirement accounts, property, or investment portfolios in their home country alongside assets held in Thailand.
- Is an initial consultation required before ongoing advisory begins? ▾
- Typically yes — the firm conducts an initial financial review to understand your full picture before proposing an advisory arrangement. Fees and scope are confirmed at that stage.
- How do I engage Creveling & Creveling? ▾
- Enquire directly via the link on this page. Creveling & Creveling Private Wealth Advisory handles all consultations and engagement; PrideShow connects you, the vendor handles delivery.
About Creveling & Creveling Private Wealth Advisory
Fee-only fiduciary expatriate financial planning and investment advice covering cross-border tax, currency and international-marriage issues.
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