As your private wealth manager we offer global wealth services typically provides a comprehensive suite of services tailored to the unique needs of clients with international assets and interests. These services are designed to optimize wealth across different jurisdictions while ensuring compliance with the complex web of international regulations. Here are some expanded services that a private wealth manager might provide under global wealth services:

International Investment Management:

• Diversification of investment portfolios across global markets to capitalize on international opportunities.

• Strategic asset allocation considering different tax regimes, currencies, and market dynamics.

• Access to international markets, including emerging and frontier markets, with specialized local knowledge.

Assistance with Cross-Border Tax Planning:

• Guidance on tax-efficient structures for holding international investments.

• Assistance with international tax compliance, including the Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS).

• Advice on tax implications related to residency, citizenship, and domicile status.

Estate and Succession Planning:

• Development of estate plans that address the complexities of multiple jurisdictions.

• Assistance with the creation of international wills and trusts to ensure the smooth transfer of assets across borders.

• Guidance on inheritance laws and how they interact across different countries.

Risk Management and Insurance Solutions:

• Evaluation and management of risks associated with international investments and assets.

• Provision of specialized insurance products to protect global assets, including properties, art, and other valuables.

Global Banking and Credit Solutions:

• Access to international banking services, including multi-currency accounts and global payment solutions.

• Tailored credit solutions to finance international investments, such as properties or businesses.

By offering these services, a private wealth manager ensures that clients with global ties can navigate the complexities of international wealth management efficiently, maximizing opportunities while mitigating risks associated with cross-border wealth management.