Bring It On Home: Transferring Wealth to US Beneficiaries
by Bernstein Wealth Management Research Reports
A significant new research project for international T&E practitioners, looking at US and Foreign trusts and their relative merits for global families with US beneficiaries.
- Should a foreign trust with US beneficiaries be established onshore or offshore, and why?
- What’s the optimal distribution strategy from a preexisting offshore trust with US beneficiaries?
- What impact do asset allocation and currency have on meeting wealth transfer objectives?
Learn more about the merits of US and foreign trusts by downloading this document.