Knowledge

What does dismantling and reassembling a farmhouse have to do with cross-border wealth planning? More than you would ever imagine!

When considering a cross-border financial planner or investment manager to help guide your family as a US tax-connected expat, what should you look for?

March Madness and 529s? Investing in a tax-advantaged 529 early and having the benefit of time in the market vs timing the market allowed a family to create memories.

Financial planning for expats involves assessing financial goals such as investment strategies, tax efficiency, insurance coverage, estate planning, and long-term financial security.