Patterson Partners Ltd. is a Bermuda-based financial advisory firm serving families and individuals whose lives, assets, or responsibilities span multiple countries. Since 2006, the firm has helped multinational families and globally mobile clients build generational wealth, manage complexity, and make informed financial decisions. It is registered with the Bermuda Monetary Authority and the U.S. Securities and Exchange Commission.

Its services include cross-border financial planning for U.S. citizens living worldwide, Bermuda-based clients with connections to other countries, and people relocating to the United States. Planning may also address business, charitable, trust, repatriation, and divorce-related needs. For advisory clients, Patterson Partners provides U.S. individual, gift, and estate tax return preparation, foreign reporting, tax consulting, and coordination with tax preparers in other countries. Investment management is also available to advisory clients, following an initial financial planning engagement, with portfolios tailored to individual circumstances and goals.

The firm also offers Jennifer Patterson’s book, Financial Planning for Global Living, which presents six pillars for pursuing and sustaining long-term success.