Cross-Border Wealth Management

Topics:

  • Wealth Preservation and Tax-Efficient Investment Platforms

  • Asset Globalization and Cross-Border Taxation:

    • Navigating Tax Treaties

    • Key Considerations for Choosing Tax Jurisdictions

    • Countries with Low Tax Rates or Incentives

    • Protecting Wealth from Aggressive Tax Policies

    • Case Study: Why Switzerland?

  • Due Diligence in Cross-Border Asset Management

  • Legal Structures and Trusts for Family Wealth

  • Estate Planning: A Family Case Study