Foreign National & Cross-Border Families

Foreign National & Cross-Border Families face difficult challenges of multi-country taxation, forced heirship, illiquid assets, political and currency instability, government interference, slow probate systems, and the need for immediate liquidity across borders. We provide certainty, privacy, and control—delivering U.S.-dollar liquidity exactly when and where the family needs it. We design structures that ensure global legacy transfers exactly as intended and protect from repetitive taxation. When assets sit in multiple jurisdictions with conflicting tax regimes, we provide instant, tax-efficient liquidity that heirs can use to meet local obligations without disturbing global holdings. Among global high-net-worth families, U.S. insurance is considered one of the strongest credit-protected assets in the world, backed by highest-grade carriers, strong capital reserves, and a regulatory environment more reliable than their home countries. For multinational families, fragmentation is an exposure to solve

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Philanthropic Families