Should you handle your own international compliance?
Some time ago, a client I’ll call Gerald signed with us. He wanted help reforming an international portfolio that had gotten too out of hand for his liking.
What Separates Good Advisors from the Rest
I was first introduced to the professional world of international investing nearly 20 years ago – working as a junior marketer for a firm selling real estate in the Caribbean.
How Many Planning Firms Should You Vet Before Deciding?
Last week, I had lunch with a colleague on a layover in Zurich. We’re comparing notes as we often do. At one point, he stops and says something I didn’t expect:
What Questions Should You Be Asking That You’re Not?
When I’m first discussing an idea with a client one-on-one at some point – usually later in the conversation – they will ask me: Are there any questions I should be asking that I’m not?
How Much Should You Pay for a Foreign Structure?
There’s a fair bit to consider when looking to invest internationally for the first time. Some questions are common and others are not.
Does Your Financial Advisor Have “Home Bias”?
We’ve noticed a tendency among advisors – especially US advisors – to believe that the US is the best place for all sorts of things.
Who’s Really Responsible for Your International Investments?
I spoke with a client earlier this month – I’ll call him Max – who’s a sophisticated investor by any reasonable standard.