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 […]

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 […]

Europe Struggles to Develop Start-Up Culture

Here at Worldview, we walk the divide between U.S. and international cultures and business methods…with most of our clients being from other countries and practiced in the nuances of global business. We relocated our headquarters to the San Francisco Bay Area / Silicon Valley exactly because this area is the Mecca […]