Cross Border Wealth Creates Unique Opportunities & Challenges

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As the world gets smaller more and more families are living cross border lives. With family members living in multiple countries the planning concepts and tax considerations only get more complex. To learn more about how global families have unique investment and financial planning challenges I'm joined on this episode by Chris Opie, a Managing Director at Bernstein who leads the firm’s global families practice. We cover everything from the complications of US citizens marrying not US person,  estate tax challenges, managing multiple currencies, amongst other topics. 

With any questions or comments, or to discuss your own financial situation, I can be reached at [e-mail] or 212-969-6655.

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