Executive Wealth Research & Insights Library

Original research, practical insights, and strategic guidance for international leaders.

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Beyond Profit: How to Make Work Optional as a C-Suite Executive or Founder in Southeast Asia

Our groundbreaking study with 51 C-suite executives reveals the uncomfortable truths about wealth complexity in the region

Key Findings

  • 55% feel 'trapped' by their success, despire significant wealth.
  • Only 18% have comprehensive cross-border estate planning.
  • Only 12% have proper health & incapacity plans.

Research Methodology

  • 51 C-suite executives interviewed in Vietnam, Thailand, & Singapore.
  • Industries: Manufacturing, technology, finance, logistics, consulting etc.
  • Interview duration: 90 minutes each
Beyond Profit Cover

Executive Insights Library

International Estate Planning for Expats: What Happens When U.S. Assets Pass to Heirs Abroad

Most estate plans assume assets will pass smoothly after death. That assumption often breaks down when U.S. assets are inherited by family members living abroad. This article examines what actually happens in practice, from proving authority and handling foreign documents to navigating institutional requirements and timing delays. It focuses on the gap between legal entitlement and real control, and why many cross-border estates fail at the point of transfer.

Reading time:

8
 minutes
Trusts and Family Conflict in International Estate Planning

Trusts are often presented as the solution to cross-border estate planning risk. They can reduce fragmentation and provide structural control. But they do not eliminate family tension. They shift how decisions are made and experienced. This article explores how trust governance, discretion and international mobility affect long-term family wealth in Southeast Asia.

Reading time:

5
 minutes
Estate Planning Across Borders: How to Protect Your Family Without Breaking Jurisdictions

Most international families don’t realize their will may not work across borders—this guide shows you how to protect your legacy without triggering legal or tax disasters.

Reading time:

7
 minutes
Do Americans Pay Taxes In Vietnam? The Real Answer for High Earning Expats

High-earning U.S. expats in Vietnam often face tax obligations in both countries, and smart cross-border planning—not shortcuts like the FEIE—is essential to avoid costly mistakes.

Reading time:

5
 minutes
Case Study: $4.1M Exit. $600K+ Tax Saved. Plan Locked for 30 Years.

A U.S. client sold their Vietnam business for $4.1M — we saved over $600K in tax and built a 30-year income and legacy plan that works across borders.

Reading time:

4
 minutes