
Offshore Trusts
What is an offshore trust? An offshore trust (sometimes called a foreign trust) is a trust that is established in a country other than the
Cross Border Wealth is a US-based, SEC registered investment advisory firm providing comprehensive cross-border financial planning services and international pension management solutions to US citizens, Green Card holders and foreign nationals. With offices in New York City and Manila, we offer local and international expertise.
We commit people, capital and ideas to help our clients, shareholders and the communities we serve to grow.
Brief biographies of the team members.
Find our offices around the world.
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Quisque sit amet diam vulputate, blandit magna dapibus, scelerisque arcu. Curabitur non ornare tortor.
Cross Border Wealth is a US-based, SEC registered investment advisory firm providing comprehensive cross-border financial planning services and international pension management solutions to US citizens, Green Card holders and foreign nationals. With offices in New York City and Manila, we offer local and international expertise.
Provides comprehensive cross-border financial planning services to global expatriates.
Provides international management solutions for US retirement accounts.
Provides international management solutions for UK pensions.
Cross Border Wealth’s in-house experts share their perspective on how the latest financial trends are affecting the global expatriate community.
Our view of the financial markets and global economy.
Learn more about how the latest trends affect the financial industry.
Highly-informative articles delivered fresh to your inbox. Subscribe to get the latest.
Keep yourself updated with the latest industry news.
At Cross Border Wealth, we provide you with the proper tools to achieve your best.
Experienced and committed professionals are welcome here.
At Cross Border Wealth, learning and innovation never stops.
We partner with the industry’s leading institutions to provide you the best service and solutions.
Interactive Brokers LLC (IB) is a U.S.-based brokerage firm. It operates the largest electronic trading platform in the U.S. by number of daily average revenue trades.
Novia Global offers a platform service for Advisers, Private Banks and Trust Companies to efficiently and effectively manage investments providing access to a wide selection of assets and investment management services.
RightCapital is a next-generation financial planning software that advisors can use to simplify the financial planning experience for their clients.
What is an offshore trust? An offshore trust (sometimes called a foreign trust) is a trust that is established in a country other than the
What is a nonresident alien? A nonresident alien is a visitor who comes to the United States for a temporary, limited purpose. If you are
What are the requirements for maintaining resident alien status? Your green card is evidence that you are a permanent resident, but more may be needed
Residency has a price If you have resident alien status, you’re subject to federal income tax in the same manner as a U.S. citizen is–that’s
Introduction Living in the United States as a lawful permanent resident (resident alien) means that you will have to confront various citizenship status issues, such
Introduction If you’re wealthy and planning to apply for resident alien status, some experts would tell you to think twice about the estate and income
The HEART of the matter The Heroes Earnings Assistance and Relief Tax Act 0f 2008 (the HEART, or “Heroes” Act), enacted on June 17, 2008,
What is citizenship? Most people are born in one country and live their entire lives in that country, traveling occasionally around the globe. Some individuals,
What is the foreign tax credit? If you have worked outside of the United States, you may be able to take a credit on your
Introduction No matter where you live, if you’re a U.S. citizen, you’ll need to file a U.S. income tax return, whether you’re liable for U.S.
Here are some things to consider as you weigh potential tax moves between now and the end of the year. 1. Defer income to next
Introduction Estate planning is complicated. It becomes even more complex if you’re living abroad, particularly if you live in another country permanently but you retain
What is a qualified domestic trust (QDOT)? A qualified domestic trust (QDOT) allows a U.S. citizen spouse to transfer assets to a noncitizen spouse without
Moving your finances abroad might be a little bit trickier than you would assume. If you’re an American who is thinking of moving abroad soon,
It’s so crucial to get yourself into a financially stable position. If you’re an American expatriate, or if you’re planning on moving abroad soon, then
FATCA is the Foreign Account Tax Compliance Act, and it was passed as part of the HIRE Act. It requires foreign financial institutions and other
More and more Americans are deciding to move to other countries. For the most part, Americans who move abroad wind up being very happy living
Financial planning is very important no matter what situation you’re in. As an American expatriate, your financial planning decisions are going to have a big
Many people have been more curious about qualified domestic trusts as of late. QDOT is a type of trust that allows taxpayers who survive after
© Cross Border Wealth 2020 -
All Rights Reserved