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White Papers

Download our white papers to aid your research.

Financial Planning Considerations for Mixed Nationality Couples

Navigate the complexities of tax and financial planning for mixed-nationality couples with a U.S. spouse. Avoid costly tax pitfalls and optimize planning across borders.

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In Progress

Australia vs United States: Pros And Cons Of Managed Funds For Expat Investors

Explore managed fund investments for expats in Australia vs. the U.S. Compare tax, regulations, and platform options to maximize your investment potential across borders.

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In Progress

International and Cross Border Financial Planning: The Need for Specific Education

Explore the gap in financial planning for global citizens. Learn how cross-border clients challenge traditional wealth management and why tailored strategies are essential.

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In Progress

How Passive Foreign Investment Corporation (PFIC) Tax Rules Affect Most Americans Abroad

Understand the complex tax implications of PFICs for U.S. investors. Learn about punitive tax treatments, reporting requirements, and strategies to minimize tax burdens.

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In Progress