Adviser directory

Help for tax, money and what comes next.

This list was put together with an AI-assisted search for advisers with UN-related experience or affiliations. It is a starting point, not a recommendation. Check anyone yourself before you work with them, and compare several advisers before you choose.

63listings
6locations
6categories
Public resource

A free organisation or official page. Not a paid service.

UN-related experience

An adviser who says they work with UN staff or have UN-related experience. Not a recommendation. Check them yourself.

Related audience

An adviser who serves a nearby group, such as international NGO, aid or foreign service staff, but does not say they work with UN staff. Not a recommendation. Check them yourself.

Location

63 listings

Public resourceRetiree association

FAFICS (Federation of Associations of Former International Civil Servants)

List of about 64 member associations worldwide, pension advocacy

For: Retired UN system staff

Pensions
Geneva / worldwideFree (membership in local association)
Public resourceRetiree association

AFICS New York

Pension help, health insurance help, list of US tax accountants

For: UN system retirees

PensionsHealth insuranceTax
New YorkMembership fee
Public resourceRetiree association

AAFI-AFICS Geneva

Retiree association, pension and health insurance information

For: Former UN staff in Geneva

PensionsHealth insurance
GenevaMembership fee
Public resourceRetiree association

FFOA (Former FAO and Other UN Staff Association)

Retiree help, home visits, emergency loans, social activities

For: Former FAO and other UN agency staff

PensionsFinancial helpCommunity
RomeMembership fee
Public resourceRetiree association

AFSM (Association of Former WHO Staff)

Pension and health insurance news, help with claims

For: Former WHO staff

PensionsHealth insurance
Geneva and regionsMembership
Public resourceRetiree association

ILO Section of Former Officials

Pension, health insurance, tax and case help

For: ILO retirees

PensionsHealth insuranceTax
GenevaMembership
Public resourceAlumni network

1818 Society (World Bank Group Alumni)

Pension and health insurance advocacy, networking

For: World Bank Group retirees and alumni

PensionsHealth insuranceCommunity
Washington DCMembership
Public resourceAlumni network

WFP Alumni Network

Chapters, events, mentoring, post-WFP support

For: Former WFP staff

CommunityJobs and careers
Rome / global chaptersFree
Public resourceAlumni network

Former UNICEF staff network (xUNICEF News and Views)

News, reunions, outreach to staff facing separation

For: Former and retiring UNICEF staff

Community
OnlineFree
Public resourceAlumni network

UNDP JPO Alumni

Networking and job search support

For: Former UNDP Junior Professional Officers

CommunityJobs and careers
GlobalFreeNot auto-checked
Public resourceOfficial UN or government page

UN Career Transition Series: Pivoting Outside the UN

Webinars and a private sector job search workbook

For: UN staff (IOM, UNOG, Secretariat, UNDP, UNHCR, WHO)

Jobs and careers
Geneva / onlineFree for staff
Public resourceOfficial UN or government page

UNJSPF benefit estimates and taxation pages

Official estimates, two-track information, tax certificates

For: UNJSPF participants and retirees

PensionsTax
New York / GenevaFree
Public resourceOfficial UN or government page

UN Income Tax Unit (tax.un.org)

Statements of taxable earnings, FAQs, annual tax briefing

For: US taxpayers at the UN

Tax
New YorkFree
Public resourceOfficial UN or government page

UN Health and Life Insurance Section: Soon to Retire

ASHI eligibility and enrolment deadlines (apply within 31 days of separation)

For: UN staff near separation

Health insurance
New YorkFree
Public resourceOfficial UN or government page

Geneva OCPM: loss of legitimation card and continued stay

Official steps for getting a Swiss permit

For: International civil servants losing the FDFA card

Residence and permits
GenevaFree
Public resourceStaff mutual fund

La Mutuelle (AMFI)

Savings, loans, optional insurance for members

For: Staff of UNOG and some agencies

Financial help
GenevaMembership
Public resourceProfessional association

AFSA retiree resources and planner list

Retirement guidance, courtesy list (not an endorsement) of planners and tax help

For: Foreign Service members and retirees

PensionsTax
Washington DCFree (some member-only)
Public resourceProfessional association

DACOR

Network, events

For: Active, former and retired US foreign affairs staff (State, USAID and others)

Community
Washington DCMembership fee
Public resourceSupport organisation

Foreign Affairs Support Network

Confidential peer support

For: Foreign affairs colleagues under stress

Wellbeing
USFree
Public resourceSupport organisation

Advisers Give Back

Pro bono financial advice

For: US government workers

Financial help
USFree
Public resourceProfessional association

Society for International Development (SID-US)

Job tools, community

For: Development professionals

Jobs and careersCommunity
Washington DCMembership
UN-related experienceFinancial planner

Blackden Financial

Pension, retirement, investment, currency and property planning

For: Current and retired UN and international organisation staff

Pensions
Geneva (works from the UNFCU offices in the Palais des Nations)Not public
UN-related experienceFinancial planner

Valiant Wealth

Independent financial planning, UN pensions, retirement, ESG portfolios

For: UN staff and consultants at FAO, WFP and IFAD, other expats in Europe

Pensions
RomeFee-based (amounts not public)
Related audienceFinancial planner

Carrington Financial Planning LLC

Fee-only planning: FSPS pension, TSP, FEHB, retirement timing, 'what happens after the last tour'

For: US Foreign Service employees and federal professionals

Pensions
North Carolina, serves clients worldwideFee-only (amounts not checked)
Related audienceFinancial planner

FSO Wealth (Global Fiduciary Partners LLC)

Flat-fee planning around FSPS, TSP, overseas allowances; optional investment management

For: US Foreign Service families

Pensions
Dallas, Texas; virtualFlat fee, no account minimum (amount not public)
Related audienceFinancial planner

Layered Financial

Advice-only flat-fee planning, no investment management

For: Foreign Service and Civil Service employees and retirees

Pensions
Connecticut / Virginia; virtualFlat fee (amount not checked)
Related audienceFinancial planner

Cedar Grove Financial Planning LLC

Financial planning

For: Foreign Service employees (per AFSA list)

Pensions
Oakton, VirginiaNot checked
Related audienceFinancial planner

Logbook Financial Planning LLC

Financial planning

For: Foreign Service employees (per AFSA list)

Pensions
Rockport, MaineNot checked
UN-related experienceTax specialist

International Organization Tax Associates (IOTA)

US tax returns

For: UN and IO staff, retirees, G-4 holders, green card holders, expats

Tax
New York (Manhattan) and Tarrytown, NYNot public
UN-related experienceTax specialist

212 Tax & Accounting Services

US tax prep using UN statements of taxable earnings, self-employment tax

For: UN employees, G-4 spouses

Tax
New York, half a mile from UN HQNot public
UN-related experienceTax specialist

The Wolf Group P.C.

Tax prep, fixing past returns, IRS audits, pre-retirement tax planning

For: Employees and retirees of World Bank, IMF, IDB, UN, OECD, NATO and other IOs

Tax
Fairfax, VirginiaNot public
UN-related experienceTax specialist

Taxes for Expats (TFX)

US expat tax returns

For: US expats, including employees and retirees of international organisations

Tax
US based, onlinePublished price list on site (not checked)
UN-related experienceTax specialist

F.D.T. Consulting (FAO Staff Coop tax consultant)

Italian tax advice, including on UN pensions

For: FAO, WFP and UN staff and consultants who are FAO Coop members

Tax
Rome (office inside FAO HQ)Through FAO Coop membership (offer page on site)
UN-related experienceTax specialist

Bachmann Avocat

French and cross-border tax law

For: Cross-border workers, expats and international civil servants in the Geneva region

Tax
Ferney-Voltaire, Pays de Gex (France)Not public
UN-related experienceTax specialist

Urban & Gaspari, LLP

US tax

For: UN system retirees (per AFICS list)

Tax
White Plains, NYNot public
UN-related experienceTax specialist

R & G Brenner Income Tax

US tax

For: UN system retirees (per AFICS list)

Tax
New York (East 46th Street)Not public
Related audienceTax specialist

Tax Matters Associates, PC

Tax preparation

For: Foreign Service employees (per AFSA list)

Tax
Arlington, VirginiaNot public
Related audienceTax specialist

Irving & Company, CPA

Tax and accounting

For: Foreign Service employees (per AFSA list)

Tax
Tysons Corner, VirginiaNot public
UN-related experienceRecruiter

Headtohead

Executive search for managers and executives

For: Swiss-based IOs, NGOs, humanitarian and development institutions

Jobs
Geneva (7 rue Ferdinand Hodler)Paid by employers
Related audienceRecruiter

Prospectus

C-suite, director and board recruitment

For: Philanthropy and global development organisations

Jobs
LondonPaid by employers
UN-related experienceRecruiter

Devex Talent Solutions

Executive search, candidate sourcing

For: NGOs, foundations, MDBs, UN agencies, private firms hiring ESG talent

Jobs
Washington DC / globalPaid by employers
Related audienceRecruiter

DRiWaterstone Human Capital

CEO and executive director search

For: International NGOs and social enterprises

Jobs
USPaid by employersNot auto-checked
Related audienceRecruiter

Perrett Laver

Executive search

For: NGOs, INGOs, foundations, governments, international institutions

Jobs
London and globalPaid by employersNot auto-checked
Related audienceRecruiter

Red Sea Executive Search

Executive search

For: International development and humanitarian organisations

Jobs
Nairobi, London, BarcelonaPaid by employers
Related audienceRecruiter

Peridot Partners

Board and senior leader recruitment

For: INGOs and charities

Jobs
UKPaid by employersNot auto-checked
Related audienceRecruiter

Millar Cameron

Executive search and leadership advisory

For: International development, global health, conservation organisations

Jobs
UK, Africa focusPaid by employers
Related audienceRecruiter

Spencer Stuart (Global Development & Social Enterprise)

CEO and executive search

For: Foundations, implementers and companies focused on global needs

Jobs
Washington DCPaid by employers
Related audienceRecruiter

Isaacson, Miller

Executive search

For: International NGOs, philanthropies, institutions

Jobs
Boston / globalPaid by employers
Related audienceRecruiter

Shortlist

Executive search

For: Global non-profits, startups, multinationals in Africa

Jobs
Nairobi and across Africa, US officePaid by employers
UN-related experienceLawyer

The Law Office of Linda M. Hoffman, P.C.

G-4 special immigrant (I-360) and adjustment cases

For: Diplomatic and international organisation communities, G-4 holders

Residence
Washington DCNot public
UN-related experienceLawyer

HNK Immigration

G-4 green cards, other routes (extraordinary ability, national interest), J-1 two-year rule

For: International organisation employees and families, especially World Bank

Residence
Washington DCNot publicNot auto-checked
UN-related experienceLawyer

Ishida Immigration Law

EB-4/I-360 for G-4 retirees, Section 13

For: Diplomats and IO employees (A, G, NATO visas), retirees

Residence
Washington DCNot public
UN-related experienceLawyer

Oliver-Zhang Law

G-4 special immigrant petitions with I-485

For: G-4 employees and families

Residence
Washington DC (near IMF and World Bank)Not public
UN-related experienceLawyer

LexAct

Appeals and disputes: dismissal, post abolition, reassignment, before internal boards and the ILO and UN tribunals

For: International civil servants

Residence
Geneva; works worldwideNot public
UN-related experienceLawyer

Peter & Moreau

International civil service law disputes, labour standards

For: International civil servants, NGOs, unions

Residence
Geneva and ParisNot public
UN-related experienceLawyer

Markarian Avocat

Legal opinions and representation in employment matters

For: Public employees and international civil servants

Residence
GenevaNot public
UN-related experienceHealth insurance

Ambrelia (Contineo plan with Allianz, for the Intercover association)

International health insurance after leaving an IGO

For: People leaving an intergovernmental organisation

Health cover
Paris (46 rue La Fayette), with a Brussels officeNot public
UN-related experienceHealth insurance

UNIQA (Switzerland), INFINITY plan

Transfer to INFINITY top-up cover without medical questions

For: Staff of IOs leaving a UNIQA group contract who stay in Switzerland

Health cover
SwitzerlandNot public
Related audienceHealth insurance

Swiss Global Expat (PSPI)

Compares about 15 international health insurers

For: Expats in Switzerland

Health cover
GenevaFree quotes; broker paid by insurers
UN-related experienceHealth insurance

Cigna Global (Leaving a Company policy)

Individual international plan for leavers

For: People leaving international employer cover, including IGO/NGO staff

Health cover
GlobalQuote online
Related audienceHealth insurance

AXA Global Healthcare (Group leaver plan)

Individual plan, may keep cover for existing conditions

For: People leaving an AXA group plan

Health cover
GlobalQuote
Related audienceHealth insurance

Expat Financial

Individual plans (e.g. IMG, Cigna) and NGO group plans

For: Aid workers, NGO staff

Health cover
Vancouver and Toronto (Canada)Quotes
Related audienceHealth insurance

Clements Worldwide (now part of Gallagher)

International health, Missions Abroad cover, NGO group plans

For: Foreign Service, NGOs, expats

Health cover
Washington DC / globalQuotes
Andrea J. Miller
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