Global Families Need Global Estate and Tax Planning.

It is of significant importance that advisors take time to understand the intricacies of each family entirely.

Tax and Estate planners need to fully understand family relationships, connections, and legal scope that applies to each member and the interaction among several jurisdictions.

A successful advisor must consider that families’ needs and investments are not static but may flow between jurisdictions.

Family members may relocate to a different jurisdiction. Family assets usually are located in several jurisdictions.

Estate and Tax Planning should allow room for flexibility and ensure compliance with the applicable residency and asset situs laws.

There is no straightforward planning.