New Podcast Episode: Tax Residency: Myths Debunked

In this episode of The UHNW Institute Podcast, host Russ Haworth is joined by Judi Galst, Managing Director, Private Clients at Henley & Partners, for a conversation on investment migration.

They discuss why more U.S.-based families are exploring second residency or citizenship options, how these programs function, and what sets them apart. Judi outlines the increase in interest from American families, the difference between residency and citizenship, and what to consider before making a decision.

They also discuss how programs are structured, related tax factors, and the importance of working with objective professionals when evaluating international options.

Topics include:

Listen to the full conversation:

Mission:
  • Provide an intellectual framework, understanding and organization of family wealth management content
  • Educate advisors and family offices on how best to support evolving UHNW families
  • Provide thought leadership, insights and resources to advisors and family offices
  • Promote best practices, provide professional development and support sustainable, positive change within our industry
  • Foster an equitable, collaborative and safe learning environment within the wealth management industry