Cross-border and global financial planning applies to any situation where investments, family ties, or financial obligations span more than one country.
This often includes Americans living abroad, U.S. residents with foreign origins, and non-U.S. residents investing in the United States. These families may hold multiple citizenships, live under different tax jurisdictions, and have assets and businesses across borders.
In this video, we look at the unique planning needs of cross-border families and how to navigate the complexities of global finances.
- 00:00Introduction and opening music
- 00:10Definition of cross-border financial planning
- 00:17Types of cross-border families and nationalities
- 00:32Financial assets and cross-border taxation