20170615
Wall Street Journal Article by Andrew Fisher: Foreign-Born Workers
Wall Street Journal

Underserved Client Class: Foreign-Born Workers Many advisers shy away from expats because of their financial complexities, but they can be a rewarding challenge   U.S. multinational companies—especially in technology and finance—are bringing in talent from around the world and changing the face of workplaces and communities. In Silicon Valley, where […]

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 […]

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 – American Ex-Pat

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.   “Our financial affairs are so complicated because we have stuff all […]

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 […]

London Mayor Settles US Tax Dispute

The strategy of many long term US expats of simply not filing a US tax return, or not being aware they need to file a US tax return, and hoping they fly under the radar is no longer working. Boris Johnson, the flamboyant London mayor born in the US, brought […]

Year-End Tax Planning for Cross-Border Families

As the 2014 tax year in the U.S. nears its end, now is an important time for international and cross-border families to consider actions which can reduce your tax bill. In this article, we highlight some important tax moves that any U.S. taxpayer should be thinking about, along with some […]