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.