Overview
In the past few years, interest in obtaining an alternative residence and/or citizenship has surged among HNW Americans who are seeking ways to mitigate risk, create opportunity and preserve their wealth and legacy during these unsettled times.
Society of Trust and Estate Practitioners (“STEP”) New York is sponsoring an event that McDermott Partner Leigh-Alexandra Basha and Judi Galst, Managing Director, Private Clients at Henley & Partners, will be speaking at. Discussion topics include:
- Explain what investment migration is and the latest trends among Americans who are considering alternative residence and citizenship
- Dive into the most popular programs one can pursue through investment as well as by ancestry
- Discuss the tax considerations for Americans who may become tax residents outside of the US (and also considerations for those who may want to become US residents)
- Address another common inquiry: How can I move money outside of the US and how should that be structured to be of greatest benefit to the client?
