Major U.S. Brokerage Firms Are Closing Foreign-Owned Accounts

Many people who are living abroad but who have U.S. investment accounts have recently been receiving an unpleasant notice from their account custodian that their accounts are being closed and must be moved. This is true no matter whether the person is a U.S. citizen or permanent resident (Green Card […]

Announcing My New Book – The Cross-Border Family Wealth Guide

I am excited to announce the impending release of my new book – The Cross-Border Family Wealth Guide: Advice on Taxes, Investing, Real Estate, and Retirement for Global Families in the U.S. and Abroad, with Foreward by Tim Kochis.   Whether you’re an American living abroad, or foreign-born and living in […]

Study: Immigrants Founded 51% of U.S. Billion-Dollar Startups

The US really dominates the industry of innovation around the world. Yet, the financial advisory industry is not yet smart enough to deal with foreign nationals coming into the States. This is why I am writing my book, to help advise this growing segment!!   WSJ March 17, 2016 By […]

New Option for U.S. Banking for US Citizens and Residents Living Overseas

Good job by the American Citizens Abroad, Inc. (ACA), for helping solve a basic need for many U.S. expatriates who unfortunately left the U.S. without first setting up a U.S. bank relationship. A real problem for some Americans living overseas is the inability to open and/or maintain State-side banking services. ACA […]

Record Number of U.S. Citizens, Green-Card Holders Cut Ties With U.S. in 2015

In 2015, 4,279 American expats renounced their U.S. citizenships, according to the U.S. Treasury. This figure represents a roughly 25 percent increase from 2014 and continues a trend that has seen the number of renunciations rise nearly 500 percent since 2009 (742). A recent blog post by The Tax Foundation […]

Key Lessons in Cross Border Wealth Management – Multi-national Citizen

As part of our article series on issues in Cross Border Wealth Management, the following is an illustration of some of the key implementation strategies we come across in helping cross border professionals manage their complex financial affairs.   An interesting case study that can help advisors become more familiar […]

Financial Planning & Wealth Management Needs for Cross Border Professionals

This is the second article in our series of industry content published on IRIS from Worldview Wealth Advisors, designed to help financial professionals better understand the opportunities available in the cross-border financial planning marketplace.   In our first article, we detailed the size, scope and characteristics of the cross border […]

The Growing Opportunity in Cross Border Wealth Management for Independent Financial Advisors

This article is the first in a series of industry content from Worldview Wealth Advisors designed to help financial professionals better understand the opportunities available in the cross-border financial planning marketplace.   Globalization is increasing and the world is becoming ever more connected, driven by companies expanding globally, technology companies […]

Internationally Born Entrepreneurs Flock to the Silicon Valley, But Beware of Personal Finance Traps

More and more cross-border professionals and their families are making their way to the U.S. to pursue their entrepreneurial endeavors – some recent estimates are that as much as 50% of the founders of new start-ups are foreign born. These people are generally super stars, with the education, skills and […]

Low Interest Rates are Rewriting Investing Rules

Low bond yields are frustrating income-oriented investors; diversification is the only answer.   As I sit down to write to you today, I can’t help but reflect on an article I read in the Wall Street Journal while riding on the train a few days ago. For the first time […]