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Cross-Border Wealth Insights

Research and practical guidance for Americans and other international clients living in Asia.

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

Inheritance is not just a change of ownership. Overseas heirs may need to establish authority, satisfy US estate procedures and arrange usable access to assets. Plan for those steps before they become urgent.

Reading time:

7
 minutes
Article illustration: trusts and family conflict in international estate planning
Estate planning
Trusts and Family Conflict in International Estate Planning

A trust can organise ownership and decision-making, but family expectations still need attention. How intent, trustee discretion, liquidity and international mobility shape the way a trust works.

Reading time:

5
 minutes
Article illustration: wealth preservation for retirement and legacy planning
International Financial Planning
Wealth Preservation: Protecting Your Retirement and Legacy

Wealth preservation is about sustaining purchasing power, meeting commitments and preparing for transfer—not eliminating every risk. A practical framework for internationally connected families.

Reading time:

6
 minutes
Article illustration: planning the transition from work to retirement
Making work optional
When the Work is Done: A New Kind of Planning for a New Chapter

Stepping back from work involves more than an investment target. Connect retirement income, family commitments, succession and the countries where you expect to live.

Reading time:

6
 minutes
Article illustration: cross-border estate planning for international families
Estate planning
Estate Planning Across Borders: How to Protect Your Family

A workable estate plan connects ownership, valid documents, tax treatment and access to money. Learn which cross-border questions to resolve before your family needs the plan.

Reading time:

7
 minutes
Article illustration: U.S. and Vietnam cross-border tax planning
International Financial Planning
Do Americans Pay Taxes in Vietnam? A Cross-Border Tax Guide

Americans in Vietnam need to coordinate two tax systems. This guide explains residency, foreign earned income relief, tax credits and overseas-account reporting without assuming that an exclusion eliminates every obligation.

Reading time:

7
 minutes
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