Residence and citizenship decisions can affect multiple areas of a UHNW family’s planning. For families considering options outside the United States or establishing ties here, those decisions require coordination across tax, legal and estate planning.
In this October Roundtable replay, moderator Judi Galst of Henley & Partners joined Amanda Andrews of Handler Law, Lucy Lee of Citrin Cooperman Advisors, Consultant Tracy Lewis and Kim Kamin of Gresham Partners and Chair of the Institute’s Estate Planning and Legal Issues Domain, for a discussion of investment migration and its implications for UHNW families.
The discussion addressed:
- Alternative residence and citizenship rights pursued through investment or ancestry
- Cross-border tax, legal and estate planning considerations
- Implications for asset ownership, family structures and long-term plans across jurisdictions
To access the full replay, available to UHNW Institute members, visit our Resource Library or the event’s dedicated member portal page.
