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Creveling & Creveling Private Wealth Advisory
Creveling & Creveling is a fee-only wealth advisor in Bangkok founded in 2006 to serve expatriates in Thailand and Southeast Asia.
Creveling & Creveling Private Wealth Advisory
Creveling & Creveling Private Wealth Advisory was founded in Bangkok in 2006 by Chad Creveling, a former Intel engineer, and Peggy Creveling, a financial analyst. The firm emerged from the founders' own experience as American expatriates struggling to find transparent, conflict-free financial advice in Thailand. They structured the practice as a fee-only registered investment advisor, intentionally refusing commissions, trailing fees, or product sales to avoid the conflicts embedded in the region's bank-dominated advisory model. The firm advises on cross-border investment strategy, retirement planning, tax-aware portfolio construction, and estate planning. Its investment philosophy centers on passive, globally diversified portfolios using low-cost index funds from providers including Vanguard and Dimensional Fund Advisors. Coverage spans asset classes such as global equities, bonds, and real estate investment trusts, with allocations tailored to each client's currency exposure and country of future retirement. The advisory footprint reaches individual investors across Thailand, Singapore, and broader Southeast Asia. The firm operates as a lean partnership, with client-facing work handled directly by its two co-founders. It has not built a large institutional deployment arm or fund structure; instead, it manages individual client portfolios on a separately managed account basis primarily through third-party custody platforms. The Crevelings co-authored the book "The Cross-Border Family Wealth Guide" and maintain a longstanding educational blog addressing expatriate finance issues. Creveling & Creveling is distinguished structurally by its refusal to scale through the introduction of proprietary products or transactional incentives. In a regional market where many advisors operate on a commission-plus-assets-under-management model tied to insurance and mutual fund distribution, the firm's revenue derives entirely from a simple fee calculated on assets under advisement. This puts its incentives in line with client portfolio growth and longevity, rather than product turnover.
General information
Firm type
Bank / Wealth / Trust
Year founded
2006
AUM
Undisclosed
Location
Region
Asia
Country
Thailand
City
Bangkok
Corporate office
Khlong Toey, Bangkok, Thailand
Principals
Chad Creveling
Co-Founder
Peggy Creveling
Co-Founder
Sector focus
Frequently asked questions
Who runs investment decisions at Creveling & Creveling?
Co-founders Chad Creveling and Peggy Creveling jointly run the firm's investment decisions and client advisory work. Chad Creveling previously worked as an engineer at Intel before transitioning to finance, while Peggy Creveling holds the Chartered Financial Analyst designation and leads the quantitative portfolio construction. The firm is deliberately structured so that there is no layer of junior advisors between the principals and their clients.
Is Creveling & Creveling a fee-only advisor, and why does that matter in Thailand?
Yes, Creveling & Creveling operates entirely on a fee-only basis. The firm does not accept commissions, trailing fees, or revenue-sharing from financial product providers. This is structurally significant in Thailand, where much of the expatriate-facing advisory market is driven by commission-based sales of insurance-linked investment products and actively managed mutual funds with high embedded costs. The firm's compensation is a transparent percentage of assets under advisement.
Does Creveling & Creveling build portfolios using active funds or passive strategies?
The firm constructs portfolios using a predominantly passive, evidence-based approach. It favors globally diversified, low-cost index funds and exchange-traded funds from managers such as Vanguard and Dimensional Fund Advisors. The underlying philosophy is that capturing broad market returns at minimal cost, then adjusting for tax and cross-border cash-flow needs, outperforms attempts to time markets or pick individual securities.
Which regions and client types does Creveling & Creveling specifically serve?
The firm focuses on individuals and families pursuing international lives, primarily American, British, and Australian expatriates residing in Thailand and Singapore, with some clients across broader Southeast Asia. The advisory process explicitly addresses cross-border complications: multiple currencies, tax-treaty planning, retirement account structures spanning the US and Asia, and the coordination of assets held in different countries.
Does Creveling & Creveling participate in private market investments or alternative assets?
No. The firm's investment approach is confined to publicly traded, liquid asset classes. It does not source, diligence, or allocate to private equity funds, venture capital, hedge funds, or direct real estate syndications. This is consistent with its client base of individual expatriates for whom liquidity, transparency, and simplicity are higher priorities than illiquidity premiums.
What is the relationship between the firm's book and its advisory practice?
Co-founders Chad and Peggy Creveling authored 'The Cross-Border Family Wealth Guide,' which functions as an educational extension of their advisory practice rather than a separate business line. The book covers topics including international tax strategies, retirement account optimization for Americans abroad, and portfolio construction for multi-currency households. It serves as client education material and a funnel for the core wealth advisory business.
How does Creveling & Creveling custody client assets?
The firm operates as an advisor, not a custodian. Client assets are held at third-party institutional custodians and brokerage platforms in the client's name. The firm is granted limited power of attorney to manage and rebalance portfolios but never takes physical custody of funds. This separation of advisory and custody functions is a deliberate risk-mitigation structure.
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