Have one to sell?
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
See all 2 formats and editions Hide other formats and editions
|New from||Used from|
Note: This item is eligible for click and collect. Details
Pick up your parcel at a time and place that suits you.
- Choose from over 13,000 locations across the UK
- Prime members get unlimited deliveries at no additional cost
- Find your preferred location and add it to your address book
- Dispatch to this address when you check out
This shopping feature will continue to load items. In order to navigate out of this carousel please use your heading shortcut key to navigate to the next or previous heading.
Customers who bought this item also bought
Page 1 of 1 Start overPage 1 of 1
Enter your mobile number or email address below and we'll send you a link to download the free Kindle App. Then you can start reading Kindle books on your smartphone, tablet, or computer - no Kindle device required.
To get the free app, enter your mobile phone number.
Would you like to tell us about a lower price?
If you are a seller for this product, would you like to suggest updates through seller support?
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.See all Product description
There are no customer reviews yet.
|5 star (0%)|
|4 star (0%)|
|3 star (0%)|
|2 star (0%)|
|1 star (0%)|
Most helpful customer reviews on Amazon.com
Amazon.com: 17 reviews
Basic Info, and not much more.
10 November 2017 - Published on Amazon.com
5 people found this helpful.
Disappointed with the lack of knowledge gained. I didn't learn much from this book, much of it is very basic investment advice and discusses some potential pitfalls of international taxation--nothing googling and reading free online forums couldn't figure out. The book didn't have much direction either, it was more a hodgepodge of potential issues with taxation for international families. If you have NO understanding of IRS tax rules, then you might learn something. I had hoped for a book with more in depth information and advice considering this niche topic, but was greatly disappointed.
J. P. Byrne
they 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
The book raises many of the problems to be encountered by international families but not very much in the way of specific solutions. For example, they will tell you that if you are a non-resident alien holding US assets, the income from those assets will be subject to US withholding taxes of 25% unless you are in a country with a tax treaty with the US. Instead of putting in a table showing the applicable rates for the tax treaty countries, they 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 for the authors as tax consultants.
Required reading for international families
8 May 2017 - Published on Amazon.com
One person found this helpful.
This is a great introductory book to the problems facing families working in multiple countries and therefore under different tax jurisdictions over the course of their lives. It would deserve a 5-star rating for the problems that it highlights. Unfortunately is a bit short on specific solutions, mostly due to the fact that the possible combinations are too many and the personal circumstances may vary greatly. So read this book as a guide to develop the questions pertinent to your particular situation to ask your international tax counselor.
18 February 2018 - Published on Amazon.com
Excellent resource for global citizens trying to optimize their financial potential.
For international persons learning process
23 May 2017 - Published on Amazon.com
Excellent topics for international clients to learn , and look for the specialist