Global Families have unique needs

We wrote the eBook for Global families needing clarity on the complexities of global wealth management. For Americans living abroad or foreigners living in the U.S. we provide resources and planning on how to navigate the ever-changing rules and regulations which complicate saving, investing and planning for retirement.

Below are some of the unique aspects a cross-border family has to consider:

1.     The unique and unequal nature of tax regimes and their reach

2.     Building wealth in two jurisdictions

3.     A global approach to investing – 401(k)s, IRAs & other Pension & Savings Plans

4.     Foreign retirement plans, pensions and other savings accounts

5.     Real estate appreciation, taxation and other considerations

6.     Cross-border taxation with its unique complexities

7.     Retirement – where to retire

Aberdour Investments works with global families to bring strategy, clarity and confidence to their global financial lives. The 30 page eBook is designed to be an introduction to the issues, questions and strategies you will likely need to manage your finances well while living in the U.S.