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Thu, Jan 18

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Virtual Discussion: Teams Webinar

CLEVER CHAT - The Importance of Integrated Cross-border Planning

Nicholas Meyer of Estate Stewards will discuss how not having a proper integrated plan in place for a cross-border move can lead to not only unexpected tax surprises, but also legal, financial and regulatory issues for even the simplest of assets.

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CLEVER CHAT -  The Importance of Integrated Cross-border Planning
CLEVER CHAT -  The Importance of Integrated Cross-border Planning

Time & Location

Jan 18, 2024, 12:30 p.m. – 2:00 p.m. EST

Virtual Discussion: Teams Webinar

About the event

In this “fireside”- style clever chat, Laura and Nicholas will discuss how not having a proper integrated plan in place for a cross-border move can lead to not only unexpected tax surprises, but also legal, financial and regulatory issues for even the simplest of assets. 

We will chat about how to identify these issues, using several examples of previous clients with global assets and discuss how you can add value to your client relationship using a multi-advisor collaborative approach.

Tickets

  • CLEVER CHAT: INTEGRATED PLAN

    Building an integrated cross-border plan with a collaborative approach

    $0.00
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