Data as of Oct 18, 2026Based on 141 AI responses
Reviewed by Dimitry Apollonsky
AI summary
Creative Planning holds a wide lead for expat wealth management and dual-citizen tax planning. For corporate profit repatriation and overseas tax minimization, PwC is the usual answer.
Rank and Mentioned in · since Jul 6
| # | Brand | Recommended for | Mentioned in |
|---|---|---|---|
| 1 | cross-border wealth management and multi-jurisdictional tax compliance for expats | cross-border wealth management and multi-jurisdictional tax compliance for expats | 47% |
| 2 | corporate profit repatriation and foreign tax credit planning | corporate profit repatriation and foreign tax credit planning | 23% |
| 3 | wealth management and tax planning for dual citizens living abroad | wealth management and tax planning for dual citizens living abroad | 22% |
| 4 | cross-border financial planning specifically for transatlantic and dual-national families | cross-border financial planning specifically for transatlantic and dual-national families | 22% |
| 5 | global tax minimization and foreign profit repatriation for enterprises | global tax minimization and foreign profit repatriation for enterprises | 21% |
| 6 | repatriation strategies and international treasury management for multinational corporations | repatriation strategies and international treasury management for multinational corporations | 21% |
| 7 | cross-border tax strategy and pension structuring for retirees abroad | cross-border tax strategy and pension structuring for retirees abroad | 21% |
| 8 | 15% | ||
| 9 | retirement planning and wealth management for dual citizens and expats | retirement planning and wealth management for dual citizens and expats | 15% |
| 10 | 14% | ||
| 11 | international tax planning and repatriation for large multinational organizations | international tax planning and repatriation for large multinational organizations | 14% |
| 12 | 13% | ||
| 13 | 12% | ||
| 14 | 11% | ||
| 15 | 11% |
What’s changing · since July
Since July, Skaddenfalling dropped out of regular mentions and is now named occasionally for overseas profit repatriation and tax minimization.
Week of Aug 17–23
Rankings by topic:
Widest split: Creative Planning, 27% on ChatGPT Search and 68% on Google AI Mode.
| Brand | ChatGPT Search | Google AI Mode | Comparison |
|---|---|---|---|
| Creative Planning | 27% | 68% | |
| PwC | 22% | 24% | |
| Cerity Partners | Outside ChatGPT Search's top 25 | 41% | |
| Tanager Wealth Management | 34% | 9% | |
| EY | 19% | 24% | |
| Deloitte | 21% | 21% | |
| Blacktower Financial Management | 26% | 15% | |
| CrossBorder Advisor | 11% | 19% | |
| Skybound Wealth USA | 16% | 13% | |
| Global Expat Advisors | 19% | 9% |
64% of citations point at the ranked brands’ own sites. irs.gov, youtube.com, kiplinger.com are the most-cited sites outside the ranked brands’ own domains.
What firms handle cross-border tax strategies for companies repatriating overseas earnings?
Which wealth management firms specialize in tax planning for dual-citizens living abroad?
I am retiring and moving abroad. Who specializes in expat tax planning and pension transfers?