For families who live and work in different countries, wealth planning requires extra attention. You may need to consider cross-border tax mitigation, along with domestic and international trust and estate planning issues as part of your overall strategy.
If your situation is complicated by multiple or changing residences, family members across different countries, international assets or other foreign relationships, our wealth planners can help you make sense of the guidance and support you need.
Our advisors understand the nuances of international and cross-border planning. We also regularly advice settlors, beneficiaries and trustees in both the US and abroad on the administration of trusts and estates with international ties.
Where do you live? Where is your home? Where are your assets? Where do you want to go? The matrix of concerns in international planning can be overwhelming. We break it down into tasks you can accomplish and decisions that can set you on a clearer path.
QDOTs offer estate planning benefits for non-citizen spouses
Estate planning for families with international ties
Planning to Move to the United States?
Let us review your current situation and show you how we can partner to help you reach your financial goals.
