Cross-Border Financial Planning

When financial life spans borders, ordinary financial planning frameworks often fall short. AWM Global Advisors specializes in integrated cross-border planning that accounts for the interaction of multiple tax systems, international reporting obligations, and the structural complexities of holding and transferring assets across jurisdictions.

• Multi-jurisdictional tax analysis and treaty application
• Foreign financial account reporting — FBAR, FATCA, Form 8938
• International investment management — portfolio structure across borders
• Cross-border estate and gift planning
• Currency and liquidity planning for internationally mobile clients
• Coordination with tax counsel in relevant jurisdictions