What is Cross Border financial planning?

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Baobab can help you navigate the minefield of Cross Border financial planning.

 

Cross border and global financial planning broadly refers to any investment planning circumstance that involves families of mixed nationality and/or whose financial affairs extend across borders. Cross-border families include Americans living abroad, U.S. residents of foreign origin and non-U.S. residents who are investing within the United States. Such families commonly have a mix of citizenship and immigration statuses. Such families typically hold a range of financial assets and business interests that are subject to taxation in more than one national jurisdiction. Jimmy Miller, himself a member of an international family and an expat for more than half his life, has nearly unparalleled personal experience in the matter and is well-equipped to give you the tools, plans and knowledge to succeed, wherever you may be in the world.

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