SEC
United States
Wealthdoor AMC US is a registered investment adviser with the U.S. Securities and Exchange Commission.
You built a life across borders. Your wealth strategy should be built the same way.
Wealthdoor Private serves globally rooted families: professionals, founders, and multigenerational households with assets, obligations, and ambitions spanning the United States and the world.
Our core discipline
Cross-border wealth requires a dedicated architecture.
We manage the intricacies of dual-jurisdiction licensing, multi-currency custody, and international tax treaties. We are structured specifically to advise on every dimension of your global wealth.
Cross-border complexity isn’t a problem we work around. It is the core of our practice.
Global perspective, local expertise
Regulated on both sides of the US–India corridor.
Wealthdoor operates as a registered investment adviser in the United States and holds registration with the Securities and Exchange Board of India. International treaties, custody rails, and cross-border onboarding are simply how we work.
SEC
SEBI
India
Wealthdoor Investment Advisors is registered as an Investment Adviser with the Securities and Exchange Board of India.
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Dual-regulated
US (SEC) and India (SEBI) advisory registrations.
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Multi-currency infrastructure
Institutional custody built for globally mobile families.
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Pure fiduciary model
Paid solely by clients. No commissions or referral kickbacks.
Registration does not imply a certain level of skill or training.
Wealthdoor Private is built to be fluent across financial systems. A life that spans countries is not an exception here; it is the exact starting point of our practice. We are structured to see your entire wealth picture, understand every country involved, and build a cohesive, coordinated strategy.
Who we serve
Four client profiles. One commonality: a financial footprint that crosses borders.
Most clients recognise themselves in one of these profiles.
The First-Generation Professional
- Consolidated strategy for US and international assets
- Coordination of foreign equity and retirement plans
- Streamlined cross-border family support and remittance
The Cross-Border Founder
- Corporate structure and personal wealth alignment
- Pre-liquidity planning and QSBS analysis
- Post-exit wealth architecture across countries
The Multigenerational Household
- Succession planning across two or more legal systems
- Coordination for assets and family members in multiple countries
- Unified strategy for international family businesses
The Arriving Family
- Pre-immigration tax positioning and planning
- Restructuring entities prior to tax residency
- Strategic handling of non-transferable foreign assets
What we do
One relationship accountable for your entire global wealth.
We advise you directly where we hold licences, and coordinate trusted specialists wherever local counsel is needed.
Wealth Management
- Global multi-currency portfolio management under a fiduciary standard
- Cross-border planning: retirement, education, and remittance
- Equity compensation planning (RSU, ISO, ESPP)
- Treaty-aware foreign pension strategy
- Audit-ready PFIC reporting and fund selection
Wealth Structuring
- Cross-border estate and succession architecture
- Trust and entity design coordination across legal systems
- Pre-immigration and exit-tax positioning
- Cross-border philanthropic structures
- Multi-country family governance and agreements
Family Office
- Consolidated multi-country reporting on one statement
- Unified coordination of global CPAs, attorneys, and bankers
- Bill pay, cash administration, and cross-border risk oversight
- Concierge coordination for relocations and international life events
Why Wealthdoor
Standards first. Then strategy.
Four commitments that hold in every country where we advise.
Fiduciary
A legal duty to act in your interest, in every jurisdiction where we advise.
- United States
- India
Fee-only
Paid solely by clients. Zero commissions or referral arrangements.
Independent custody
Assets are held in your name at institutional custodians.
Discretion
Institutional privacy combined with complete fiduciary transparency.
The process
From a first conversation to a standing rhythm.
01
Discovery
One conversation, no obligation. We tell you honestly whether we are the right fit, and if not, who is.
02
The Map Weeks 1–4
Every account, entity, property, and obligation, in every country, on one page.
03
The Plan Weeks 4–8
A coordinated strategy across investments, structure, tax positioning, and family obligations, built with your existing counsel.
04
Stewardship
Implementation and a standing quarterly rhythm. When a border moves, the plan moves with it.
Before we speak
Bring the whole picture. Every country, every account, every obligation.
The first conversation is forty-five minutes, private, and without obligation. We will tell you plainly what coordinated advice looks like and whether we are the right firm to provide it.
We focus on structural complexity rather than rigid asset cutoffs. Most households we serve hold substantial cross-border assets. If your financial landscape spans countries, we welcome an initial conversation.
No. We collaborate with and coordinate your existing local CPAs, attorneys, and specialised counsel across all relevant locations.
We charge a transparent, single fee on assets under management. No commissions, product revenue, or referral fees.
A senior adviser. Your request does not go to a sales team or a queue.
Begin
Start with the whole picture.
Connect directly with a senior adviser to review your global financial landscape. Forty-five minutes, private, and without obligation.
Prefer email? private@wealthdoor.com