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The Cross-border Family Wealth Guide: Advice on Taxes, Investing, Real Estate, and Retirement for Global Families in the US and Abroad Hardcover – 17 Mar 2017


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Product details

  • Hardcover: 272 pages
  • Publisher: John Wiley & Sons (17 Mar. 2017)
  • Language: English
  • ISBN-10: 1119234271
  • ISBN-13: 978-1119234272
  • Product Dimensions: 15.5 x 3 x 22.6 cm
  • Average Customer Review: Be the first to review this item
  • Amazon Bestsellers Rank: 1,257,277 in Books (See Top 100 in Books)
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Product description

From the Inside Flap

Managing personal finances is always a challenge. For those who are either foreign citizens living in the states or U.S. citizens abroad, the simple process of planning for retirement can seem impossible due to the complexities of managing money across borders. The Cross–Border Family Wealth Guide demystifies the issues relating to taxes, investing, real estate, and retirement and then sheds light on many little–known opportunities available to cross–border families.

Whether your cross–border financial connection involves a job, inheritance, property, or other investments, this book deals with many of the most common challenges people face when managing wealth globally. The information here is grounded in research and experience both advising hundreds of families facing cross–border concerns and interviewing dozens of experts in the field.

The underlying link between all of the advice inside is asset efficiency specifically, how to best protect and grow your assets for retirement, while minimizing taxes and optimizing growth. In today′s world, you can′t rely on a company or government to provide for your retirement, and this straightforward guide puts you in control of your own financial health with comprehensive, up–to–date advice on:

  • Building a diversified, global investment strategy in a low cost and tax efficient way, while also controlling risk
  • Utilizing and optimizing 401(k) and IRA retirement savings plans in the U.S. or an equivalent foreign retirement plan
  • Understanding the tax benefits and investment characteristics of owning and renting real property

The material in this user–friendly guide works both for those with limited investment experience looking to develop a cross–border investment strategy, as well as for experienced investors in need of retirement advice to avoid getting blindsided by unexpected taxes or difficulties when drawing from their savings. Globally mobile families need special financial guidance for their unique lifestyles, and The Cross–Border Family Wealth Guide ensures that you have that information on your side.

From the Back Cover

"Andrew Fisher′s The Cross–Border Family Wealth Guide comes to the rescue of those who may not even realize that they need to grapple with tax, financial, and investment requirements and opportunities that are extraordinarily complex The Cross–Border Family Wealth Guide reveals proven pathways out."
From the Foreword by Tim Kochis, JD, MBA, CFP®

THE AUTHORITATIVE PERSONAL FINANCE GUIDE FOR EXPATS

The Cross–Border Family Wealth Guide is the financial guidebook cross–border families have been waiting for to clarify and streamline the complexities of global wealth management. For Americans living abroad and foreigners living in the U.S., this helpful resource details how to navigate the ever–changing rules and regulations which complicate saving and investing, and planning for retirement. Insightful case studies from the real world will prepare you to implement this accessible advice from an accomplished financial advisor specializing in cross–border wealth management. The easiest way to ensure your family′s financial security is through careful planning based on proven results, and by starting here you can:

  • Gain a firm grasp on all the nuances of international taxation and how to avoid costly pitfalls
  • Manage your assets and plan for your future with the confidence that comes with guidance aimed at your specific circumstances
  • Design a retirement strategy that will protect and grow the assets you worked hard to earn and save

The Cross–Border Family Wealth Guide is the expat′s road map to long–term financial security.

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Most helpful customer reviews on Amazon.com

Amazon.com: 4.2 out of 5 stars 17 reviews
Matthew Fong
2.0 out of 5 starsBasic Info, and not much more.
10 November 2017 - Published on Amazon.com
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5 people found this helpful.
J. P. Byrne
3.0 out of 5 starsthey leave it to you to contact a tax consultant and their general comment on tax consultants is that most aren't up to the job because it is too complex - not very useful. So the book is really just an advertisement ...
9 June 2018 - Published on Amazon.com
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T. Pedrotti
4.0 out of 5 starsRequired reading for international families
8 May 2017 - Published on Amazon.com
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One person found this helpful.
S. saldivia
5.0 out of 5 starsFive Stars
18 February 2018 - Published on Amazon.com
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Ldxa
4.0 out of 5 starsFor international persons learning process
23 May 2017 - Published on Amazon.com
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