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Client Story: A French Professional and his Family Transition to Living in the United States

Theo, a French professional, and his wife, Vivienne, a dual citizen of South Africa and Britain, had been living in London. After 10 years of employment at a large American multinational in the technology sector, Theo’s company offered him the opportunity to move to the firm’s U.S. headquarters for a […]

Client Story: How Worldview Helped an American Expatriate and his Family Living Abroad

“Our financial affairs are so complicated because we have stuff all over the world, and no one has ever looked at our whole picture,” worried the client when we first sat down with them. Jim is an American living in Hong Kong. He is originally from New York and was […]

Article in Kiplinger: International Stocks Present a Compelling Opportunity

Just published an article today in Kiplinger. The valuation disparity between US equities into global shares is hard to ignore, and YTD fund flows and relative performance seem to demonstrate that the rotation is underway. International Stocks Present a Compelling Opportunity Many signs are pointing overseas for U.S. investors right […]

Client Story: Portuguese Citizen Living in the United Kingdom

Ana is a Portuguese national who lived and worked in the U.S. for several years and subsequently moved to the U.K. She relinquished her green card as she envisions returning to her native Portugal in the next few years. However, while in the U.S., she owned an apartment, which she […]

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

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 […]

Press Release Announcing Release of New Book on Cross-Border Financial Planning

First Definitive Guide on Personal Finance for Cross-Border Professionals and Their Families Examines Taxes, Investing, Real Estate and Retirement SAN FRANCISCO, Jan. 30, 2017 /PRNewswire/ — During this time of unprecedented global mobility, Andrew Fisher, President and Chief Investment Officer of Worldview Wealth Advisors, today has released a book, The […]

Maxim Rebrands as Worldview Wealth Advisors, Better Aligning Name with Global Business

San Francisco, CA and Portland, OR (8 September, 2016) – Worldview Wealth Advisors, a financial planning and investment management company specializing in advising international and cross-border families, today announced a new era of growth and opportunity for its clients and partners: Maxim Global Wealth Advisors is now Worldview Wealth Advisors. […]

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 […]

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