Sam Vernazza

US Senior Associate

Since joining the industry in 2015, Sam has specialised in cross-border advice pinpointing areas of integral value to subjects such as UK Pension Advice right the way through to IHT Planning.

Through this ethos, Sam has maintained excellent client relationships through competent and professional service.

Areas of Expertise

Pension Analysis, Advice, and Management

401K Analysis, Advice, and Management

IRA Analysis, Advice, and Management

Retirement Planning

Lifetime Allowance Planning

Inheritance Tax Planning

Succession Planning

Tax Planning

Tax Structuring

Tax Advice

Wealth Management

Investment Portfolio Management

International Savings & Investment Options

Investment Review

Private Banking Advice

Property Portfolio Advice

Insurance & Family Protection

High Net Worth & Ultra High Net Worth

Complex Multi-Jurisdictional Financial Planning

Qualifications & Awards

CISI Level 3

Regions Covered

  • USA