info@abacus-wealth.com
Find Your Portal
to U.S. Financial Services and Understand the Complexities Magnified by Cross-Border Financial Planning and Taxation
Although the basic concepts of wealth management are
universal, the complexities are magnified when you add cross-border
financial planning and taxation issues to the mix.
Between our decades of experience and our network of
international experts in various financial, tax and legal
disciplines, AWI serves as your portal to competent financial
services in the eastern hemisphere.
Cross-Border Retirement Planning
Navigating through a maze of retirement and pension options against a backdrop of international regulations may prove to be a very daunting task for Americans living abroad.
Most tax treaties between the U.S. and other countries are outdated with very little guidance on the recognition of tax benefits that are inherent to retirement plans, thereby turning some of it into toxic assets with exposure to double taxation.
Understanding the nuances of retirement planning and finding solutions while living abroad, is one of our strengths at AWI. We help you realize your retirement dreams as we develop sound retirement planning strategies to give you peace of mind.
Cross-Border Investment Optimization
Portfolio optimization allows us to identify the optimal allocation of assets and construct portfolios that achieve the desired risk return tradeoff. Data-driven insights and a rules-based discipline helps to enhance the decision-making process, enabling us to deliver tailored investment strategies that meet your unique objectives.
By utilizing advanced algorithms and mathematical models, we continuously fine-tune portfolios with a focus on minimizing risk while maintaining competitive performance by diversifying investments across low-correlated asset classes and models.
Cross-Border Estate Preservation
The main objective of estate planning is for the efficient transfer of assets, and protection from costly probate and tax liabilities to ensure the security of your loved ones upon death or incapacity. This requires a good understanding of estate planning
tools, family and relationship dynamics, cross-border estate or inheritance tax issues, asset gift and transfer rules.
At AWI, we take the time to listen to your most important estate planning goals to help you develop estate preservation strategies for generations to come.
Cross-Border Tax Saving Strategies
Citizens and green card holders of the United States are taxed on their worldwide income. Meanwhile, most countries in the world will tax people based on residency or domicile. This phenomenon coupled with international tax regulations on investments and inheritance, exposes Americans to double taxation, punitive taxes, and other expenses. With proper planning and compliance, we can help you find solutions through various tax savings strategies at our disposal, thereby avoiding unnecessary taxes and expenses.
