Insights Library

Briefings & case studies on structure, clarity, and legacy — for those navigating complex wealth across borders and generations.

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We don’t publish content for attention.These insights reflect the questions we’re asked behind closed doors — by families, founders, and executives who want to make work optional, transfer wealth wisely, and structure their legacy with clarity.

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

We work with a select group of families, executives, and founders each year.

If you’ve already made it - and now want to make it count - we should talk.

We work quietly with a small number of families, founders, and executives each year to simplify complexity, protect what matters, and bring clarity to what comes next.

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