Ask the Expert: Wealth Planning for Global Families in the U.S.
Experts Andrew Fisher and Libby Dawson from Worldview Wealth Advisors (a new Premium Corporate GABA member) filled the hour with a huge amount of highly valuable information. They covered the most important aspects of financial planning for international families in all stages: arrival, extended stay, permanent home, and departure. The cross-border audience received valuable insights about tax implications, real estate planning, 401(k), foreign accounts, retirement planning and much more.
If you have additional questions, you can contact Worldview Wealth Advisors for a free initial consultation to discuss your personal situation.