Tag: Planning

Wealth Management for International Americans

Wealth Management for International Americans

Wealthy international families often have assets spread out across multiple jurisdictions as they move themselves and their families for personal, lifestyle or business reasons. This creates both headaches and opportunities for managing wealth above and beyond the task of simply picking appropriate investments, and frequently these people find themselves poorly […]

A United Approach Episode 3: Buying Real Estate

A United Approach Episode 3: Buying Real Estate

Subscribe now to our Podcast series ‘A United Approach’ for unprecedented insights into how you can navigate the complexities faced by US expats in the UK. Robert Paul, Partner in the US Family Office spoke to Richard Rogerson, CEO at RFR and Carlo Grey, Partner at Buzzacott about the tax implications […]

A United Approach Episode 2: Estate Planning

A United Approach Episode 2: Estate Planning

Subscribe now  to our Podcast series ‘A United Approach’ for unprecedented insights into how you can navigate the complexities faced by US expats in the UK. Estate Planning Robert Paul, Partner in the US Family Office spoke to Chris McLemore, Attorney at Butler Snow and Rachel Davison, Senior Counsel at […]