INTERNATIONAL INVESTMENT CAN BE COMPLICATED AND RISKY, LET ME HELP YOU FIND THE RIGHT STRATEGY


Discover how we can help you create a robust international estate plan that will secure your present and protect your future
When you open your eyes to the world, abundant investment opportunities begin to arise. You’ll be able to invest in foreign real estate, natural resources, and many other kinds of assets that are not available in the US. You might be able to purchase similar assets at a drastically lower cost in a foreign country.
You can diversify your portfolio beyond the US, and be less impacted by the US economy. International investment is a great way to grow your family wealth. However, estate planning becomes significantly more complicated when it involves multiple countries.

You need a long-term plan, and not just for you

When properties are located in the US, it is possible for your family to locate and claim them through a court process. If they were unable to find your assets, the holders of those assets – such as banks – have a responsibility to return them to the foreign government. Hopefully, you already have an estate plan and a list of all your assets to make it easy for your family.
However, if properties are located outside the US, it is difficult for your family to find them, especially if your family members are unaware of these assets. Foreign governments are not obligated to report the lost properties of US citizens. It is vital that you have a plan in place for your foreign properties.

Here are some of the risks you may encounter as a foreign property investor:

  • Additional tax or penalties for non-compliance
  • Additional tax reporting requirements
  • Prolonged court processes, due to conflicts of laws, and high expenses
  • Troubles for your family, who may have to travel to foreign countries
  • Your properties might go to someone you didn’t choose, according to foreign law
The family wealth you worked so hard to build up can be greatly reduced or lost. Instead of risking this kind of investment alone, you need a tailored solution for you and your family’s international assets.

Everybody’s situation is different and every country has different laws.

Because of my expertise in local and international laws, I ensure that my clients have the most robust plans in place. Working with you, I will provide a complete analysis of your current situation, and help you determine if your US estate plan needs to take international properties into account.

Then, I’ll advise you on how to put structures and procedures in place to:

  • Maximize your lifetime profits without incurring unnecessary costs
  • Comply with the laws of all countries involved to avoid penalties
  • Protect your assets from lawsuits and creditors during your lifetime
  • Ensure your assets are passed on to your family without any hassle, regardless of their location
WITH A PROPER INTERNATIONAL ESTATE PLAN IN PLACE, YOUR DIVERSIFIED PORTFOLIO BRINGS YOU MORE PROFITS INSTEAD OF MORE HEADACHES
Click the button below to schedule your free, confidential consultation, and discover how we can help you create the perfect international estate plan