How to Protect Your Assets From Divorce
Protecting wealth during divorce requires legally sound arrangements, clear ownership records, and a thorough understanding of which assets may be subject …
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Insights on wealth structuring, investing and life abroad for expats & high-net-worth individuals.
What are the limits of offshore trusts for asset protection?
Offshore trusts for asset protection cannot guarantee that assets held in trust will be shielded from legal claims, foreign court judgments or enforcement …
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How Should High-Net-Worth Expats Choose an Asset Protection Adviser?
High-net-worth expats should look for an asset protection adviser who understands how their wealth is owned, where it sits and what the family needs from i…
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What Does an Asset Protection Adviser Do for Expats?
An asset protection adviser looks at what could put your wealth at risk, then works with lawyers, tax advisers and trustees on ways to address it. For expa…
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Putting Assets in Your Spouse's Name for Expat Tax Planning
Putting assets in your spouse's name can leave expats facing unexpected capital gains tax, gift taxes, or income tax bills if the transfer does not qualify…
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Which Firms Help Expats Set Up Trusts and Foundations for Cross-Border Wealth Planning?
Expats and high-net-worth families can establish trusts and foundations with support from fiduciary providers and specialist law firms, while international…
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Distributing vs Accumulating ETFs for Expats Compared
Accumulating and distributing ETFs differ mainly in what happens to the income generated by the fund. Accumulating ETFs reinvest it automatically, while di…
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How to Avoid Home Country Bias as an Expat Investor
To avoid home country bias as an expat investor, assess how much of your overall wealth depends on your home country and diversify across countries, market…
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How to Protect Your Assets From the Government
Protecting assets from the government is primarily about lawful ownership structures, jurisdictional diversification, tax planning and understanding when g…
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Tax-Efficient Investing for US Expats: Where Double-Tax Relief Falls Short
US expats can face tax on the same investment income in both the United States and their country of residence because the two tax systems do not always cal…
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