WEBINAR: Leaving the U.S. – Financial planning opportunities

There is a large and growing community of successful families in the U.S. who are looking to move abroad. Some are foreign-born professionals who came to the United States and enjoyed a long and successful stay, but now they want to move away. Also, many Americans are considering the benefits of moving their families to another country. Sometimes the motives are work related, but often there is simply the desire to raise a family or enjoy retirement in another country.

Regardless of the motivations, when successful families move away from the U.S. there are significant financial implications which must be considered. Sometimes a family may contemplate expatriation from the U.S., but in most cases they will continue to be U.S. citizens or tax residents with financial reporting requirements in both countries. Depending on their personal situation, there can be a multitude of financial planning issues to be considered.

In this presentation, we will focus on four key areas:

  1. Immigration and foreign visa programs, including the “Golden Visa” and special tax holidays
  2. Cross-border tax planning, and foreign asset reporting back to the U.S.
  3. Management of investment assets left behind in the U.S.
  4. Estate planning and wealth transfer given exposure to inheritance system of multiple countries


Thanks to our presenters from Cerity Partners!
Cerity Partners