Our Cross Border services were developed to provide a tailored program that helps individuals and companies manage the issues associated with living, working, and traveling among foreign countries. Our team is here to help and works regularly with American, British, Australian and other global citizens to ensure that their wealth strategies are in line with the latest global tax rules and regulations.
Multi-national companies have long valued the assignment of key executives to foreign countries to ensure execution of the company’s international growth initiatives. However, a benefit lacking among global executives has been an advisory service that recognizes the organizational and planning challenges that an individual executive faces before, during and after an international assignment. Leo Wealth's corporate-sponsored international expatriate service was designed to meet the needs of executives of a mobile workforce. We partner with multi-national companies to provide assistance to corporate executives worldwide.
Providing tax planning & assistance to individuals that have tax filing responsibilities within and between countries requires a coordinated approach. Our tax professionals prepare hundreds of U.S. tax returns each year and we work closely with global tax service providers to meet tax filing obligations outside the U.S. Our tax planning services include:
Estate planning is an important and complicated matter when you live, work, or own property in multiple countries. Our international estate planning services include:
Our services have been designed to understand employee benefits and entitlements from a global perspective. These services include:
Unique considerations arise when planning and investing for an individual with exposure to various countries. We tailor our investment and planning approach to take into account the following issues: