Fee-Only Cross-Border Financial Planning Engagement

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.