Real Estate

The Jet-Setting Retiree Life

Many people dream about a retirement where they spend part of their time in their home country and part elsewhere. Maybe you see yourself on a beach in Costa Rica or buying your olive oil from your local producer in Tuscany.  Sounds fantastic! A more exotic lifestyle comes at a […]

Crazy for Real Estate

There is no asset that international families are fonder of than real estate. Successful families everywhere generally consider real estate ownership to be a smart and stable asset in which to hold one’s wealth, and foreign citizens in particular seem to have a cultural predisposition to owning property. In most […]

IRS Claims on Non-Residents

What happens when former residents who are not citizens or Green Card holders leave the U.S.? Many of them will leave financial or real estate assets within the U.S. for a variety of reasons. Additionally, there are a number of foreign citizens who seek to own U.S-based assets, even though […]

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 […]

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 […]

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 […]

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 […]

Considerations for U.S. Persons Purchasing Foreign Real Estate

There are many reasons why a U.S. person may want to own residential real estate in a foreign country – this article provides an overview of some of the U.S. tax rules that determine what types of disclosures are typically required.   In today’s global economy, many U.S. persons find […]

Commercial Real Estate as an Alternative to Residential Rentals
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