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Educational Materials

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What is the Best Brokerage for Expats?

One of the challenges for expats that leave the United States and want to invest elsewhere is that the traditional investment options available to them may not be able to be purchased. As a result, there are some custodians in our experience that are more friendly than others. Some expats believe that they can just use a P.O. Box or a friend's address, but in many cases, it is not that simple!

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Gifting and Cross-Border Estate Planning

One of the more complicated aspects of financial planning and wealth management for Americans outside of the United States is managing the distribution of their estates so as to minimize estate and inheritance taxes. While the United States currently has a relatively large Estate Tax exemption, many foreign countries have much smaller exemptions or apply the tax on the inheritor rather than the estate of the person who died (decedent).

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