Estate Planning for U.S. Citizens Living Abroad
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
November 19, 2020
-
- Our Firm
-
-
Overview
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.
About Us
We commit people, capital and ideas to help our clients, shareholders and the communities we serve to grow.
Team
Brief biographies of the team members.
Locations
Find our offices around the world.
Contact Us
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Quisque sit amet diam vulputate, blandit magna dapibus, scelerisque arcu. Curabitur non ornare tortor.
-
- What We Do
-
-
Overview
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.
Global Wealth Management
Provides comprehensive cross-border financial planning services to global expatriates.
US Retirement Account Solutions
Provides international management solutions for US retirement accounts.
UK Pension Solutions
Provides international management solutions for UK pensions.
-
- Insights
-
-
Overview
Cross Border Wealth’s in-house experts share their perspective on how the latest financial trends are affecting the global expatriate community.
Research
Our view of the financial markets and global economy.
Blog
Learn more about how the latest trends affect the financial industry.
Newsletter
Highly-informative articles delivered fresh to your inbox. Subscribe to get the latest.
News
Keep yourself updated with the latest industry news.
-
- Careers
-
-
Overview
At Cross Border Wealth, we provide you with the proper tools to achieve your best.
Professionals
Experienced and committed professionals are welcome here.
Students
At Cross Border Wealth, learning and innovation never stops.
-
- Client Logins
-
-
Overview
We partner with the industry’s leading institutions to provide you the best service and solutions.
Interactive Brokers
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
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
RightCapital is a next-generation financial planning software that advisors can use to simplify the financial planning experience for their clients.
-
- Our Firm
