Explore tweets tagged as #CrossBorderPlanning
@BoodleHatfield
Boodle Hatfield LLP
2 years
#PrivateWealth Partner, Kyra Motley will take to the stage at the Informa Cross-Border Planning Conference later this week at Sofitel Downtown Dubai. Find out more: https://t.co/xFd4LlBIGF #InternationalWealthPlanning #MiddleEast #CrossBorderPlanning
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@Mabetax1
MABE International Advisors, Inc.
6 months
From Colombia to California. From Madrid to Miami. We help founders expand legally + efficiently into the U.S. market. Ask us how. #GlobalBusiness #CrossBorderPlanning
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@nexgentransfer
Nexgen Estate Planning Solutions
1 year
Are your children living abroad? Worried about how they'll inherit your wealth seamlessly? ๐ŸŒ๐Ÿ’ผ #privatefamilytrust #wealthprotection #estateplanning #inheritanceplanning #taxefficiency #crossborderplanning #trustsolutions #nexgenestateplanning #nexgentransfer #nexgen
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@HobbsSinclair
Hobbs Sinclair
9 months
At Hobbs Sinclair, we help local and international individuals manage global lives with integrated tax advice across borders. โœ‰๏ธ Contact our cross-border tax experts: international@hobbsinc.co.za #InternationalTax #CrossBorderPlanning #HNW #Trusts #TaxStrategy #ExpatFinance
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@TheEastmanLawFi
TELF
7 months
Estate laws simplify inheritance for beneficiaries with dual citizenship, addressing cross-border conflicts, taxes, and probate. Solutions like separate wills and international trusts ensure seamless asset distribution. #CrossBorderPlanning #LegalSupport
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@HelenaLMoretti
Helena Lacerda Moretti
1 month
Cross-border investing gets easier when you stop chasing certainty and start enforcing constraints. Liquidity buffer, currency boundaries, quality floors, concentration caps, and rule-based rebalancing keep a plan usable across regimes. #HelenaLacerdaMoretti #CrossBorderPlanning
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@BlevinsFranks
Blevins Franks
10 months
Starting a new life in Europe? Stay informed with expert financial advice tailored for British expats. Follow our page for expert insights for British expats living in Europe. https://t.co/ExJDGIsesu #BlevinsFranks #ExpatFinance #CrossBorderPlanning #RetireAbroad
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@CardinalPointWM
CardinalPointWealth,ULC
7 days
An emergency fund should do more than cover routine surprises. In a world of disruptions and cross-border complexity, a three-bucket approach helps ensure ... #FinancialPlanning #EmergencyFund #WealthStrategy #CrossBorderPlanning #CardinalPointWealth https://t.co/xgruwTZfa9
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@CroweUSA
Crowe
9 months
Donโ€™t miss our U.S.-Canada tariffs webinar on 7/16. Learn how to manage tariffs, transfer pricing, and more. #CrossBorderPlanning https://t.co/9pq7hdB2QY
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@iw_inst
Investments & Wealth Institute
2 years
Developed by the Global Financial Planning Institute and powered by the Investments & Wealth Institute Login or create an Investments & Wealth Academy account at: https://t.co/SpkSeIFFQ6 #financialservices #globalfinancialplanning #crossborderplanning
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@CardinalPointWM
CardinalPointWealth,ULC
3 days
Americans in Canada face ongoing U.S. tax obligations tied to citizenship, creating complexity and cost. A lower renunciation fee may spark interest, but key hurdles remain. Thoughtful cross-border planning is essential. #CrossBorderPlanning #WealthManagement #CardinalPointWealth
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@mwcopc_cpa
MW&CO Chartered Professional Accountants
5 months
Explore essential strategies for ultra-high-net-worth families in cross-border estate planning. Ensure your legacy is protected across borders. https://t.co/22l6Hy5ke7 #EstatePlanning #Wealth #Taxation #Advisory #CrossBorderPlanning #CPA #Woodstock
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@atwalfinancial
Atwal Financial
9 months
๐Ÿ‡ฌ๐Ÿ‡ง ๐Ÿ‡ฎ๐Ÿ‡ณ UK-India Cross-Border Financial Planning & Advice, helping you navigate Pensions, Tax, Compliance, Investments, and more across both countries. #UKIndiaTax #CrossBorderPlanning #NRIWealthPlanning #UKPensionInIndia
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@NebaWM
NEBA Wealth Management
3 months
๐Ÿ”ˆ Advisers who want control, global reach and a real futureโ€ฆ this is for you. Want a private chat? Message us or connect via: ๐ŸŒ https://t.co/DA1rpRP85p ๐Ÿ“ฉ partnership@nebawealth.com #InternationalAdvisers #GlobalWealth #CrossBorderPlanning #FinancialAdvisers #NEBA
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@nexgentransfer
Nexgen Estate Planning Solutions
8 months
Comment "Inheritance" for a solution or DM us! If your clients have assets in India, the US, or the UAE, do you know whose inheritance law applies? Without proper estate planning, families face double taxation, legal delays & compliance issues. #crossborderplanning #globalassets
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@CLATrusts
CLA Trusts & Estates Section
1 day
Are your cross-border strategies as safe as they seem? Our upcoming webinar will break down common strategies and highlight best practices to help you identify and avoid pitfalls before they escalate beyond U.S. borders. Register today: https://t.co/hMTibM97g5
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@SovereignTrust
The Sovereign Group
10 days
The new issue of The Sovereign Report is out now. We hope it provides useful perspective for clients, intermediaries and internationally active businesses alike. #SovereignGroup #CrossBorderPlanning #InternationalWealth #ResidencyAndCitizenship #CorporateServices
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@CardinalPointWM
CardinalPointWealth,ULC
13 days
Two Canadian families move to the U.S. and build similar lives, but their immigration paths create very different planning realities. E-2 visas and green cards each carry unique implications for ... #CrossBorderPlanning #CanadaUS #CardinalPointWealth https://t.co/jCELui3Iuu
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@Majed_Sherbiny
Majed
2 years
Join me to explore how families navigate complex issues while ensuring stability and growth across generations. Use this link to join the event: https://t.co/jfrgOSAyYE #FamilyBusiness #CrossBorderPlanning #Governance #SantocedrusCapital #CBPRiyadh202
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