Crossing Borders: Planning for Wealth in Motion

Crossing Borders: Planning for Wealth in Motion

Know the different tax rules for U.S. and foreign persons to avoid unnecessary taxation

The wealth management world is increasingly international, particularly with the great mobility of wealth owners and the diminishing barriers of borders. The trends in students coming from abroad, family immigration and foreign investment in the United States present a multitude of wealth planning opportunities, as well as some potential pitfalls. 

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