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Investments
Accounts, products, custody, currency exposure, and portfolio decisions that change when an investor crosses borders.
- Investing while living abroad
- U.S. investment accounts
- Foreign investment funds
- Currency exposure
- Portfolio construction
Tax Planning
Residency, treaties, credits, reporting, entity ownership, and the timing of income and gains across tax systems.
- Tax residency
- Tax treaties
- Foreign tax credits
- Foreign earned income
- Foreign financial account reporting
Estate Planning
Wills, trusts, domicile, beneficiaries, inheritance, property, and succession for multinational families.
- Cross-border wills
- Trusts
- Estate and inheritance taxes
- Beneficiary designations
- International probate
Financial Planning
Move preparation, cash flow, retirement systems, insurance, education, property, and multi-currency planning.
- Moving abroad
- Moving to the United States
- Cash-flow planning
- Retirement planning
- Education funding
Residency & Mobility
The financial decisions that sit alongside immigration status, long-term residence, citizenship, and departure planning.
- Immigration and financial planning
- Digital-nomad and remote-work considerations
- DAFT and the Netherlands
- Residency-by-investment programs
- Citizenship and nationality considerations
Business Owners & Founders
Entity structure, founder equity, payroll, succession, liquidity events, and the movement of people and companies.
- Moving a company across borders
- Entity selection
- Founder equity
- Stock options
- QSBS considerations