As a fee only fiduciary, we focus on Planning, Portfolios, and Protection. We have long-term relationships with most of the major US custodians who will accept our overseas clients. And while offshore solutions tend to be complex and unsuitable for US taxpayers, we can offer a variety of Asian and European custodians for the clients where holding assets outside the US is the best solution.
The complexity of cross border estate planning can be difficult to navigate, our in-house team includes Trust and Estate Practitioners, Will Writers, and our network of attorneys and tax professionals – a team that spans across the globe. For complex cases we often serve as the project director, coordinating advice from multiple sources and ensuring execution takes place effectively. We advise on a variety of estate planning issues including planning for entrepreneurs and small businesses with a global footprint.
Our approach to planning starts with determining the outcomes desired by the client and his or her family. For internationally-based citizens, these plans are often unique and complex, and may including spending all or part of retirement outside the US. Based on those goals, we can advise on the ideal retirement plan for the client. Using our proprietary financial modeling program, we work with clients to build a custom financial model that allows for flexibility in location, currency, and tax liabilities throughout their life, factoring in all of your important financial outcomes. We also can help clients establish IRA, 401k and other US retirement accounts and assist with the management and consolidation of dormant accounts from prior employers.
We specialize in helping Americans living abroad with managing a variety of complex cross border tax issues. As cross border tax and financial planning experts, we understand the differences and interaction between the US tax system and a variety of other jurisdictions. We work directly with the appropriate tax professionals to coordinate the necessary planning and filing.
Insurance and Protection Planning
We assist clients with obtaining US life insurance, health insurance, long-term care insurance, annuities, and insurance trusts. We work with clients to enlighten them on the array of onshore and offshore insurance solutions and help them to integrate these into their overall tax and estate planning, including advising on life insurance trusts and offshore insurance contracts.
Other Planning Needs
We advise on a broad range of complex cross border issues, including foreign tax credits, expatriation, education planning, foreign pensions, dual citizenship, pre and post nuptial planning, tax compliance, divorce planning, and charitable giving. Whether as a project director coordinating your other professional advisors or as a direct solution for complex advice, we can provide a range of services and support through almost any planning need.
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Whether you are looking for a second opinion, have more questions, or are ready to become a client, we’re here to help.