Jason and Sarah are a high net worth couple enjoying life in the US with their family. They had no firm plans to move until they found out they would be exposed to a steep US exit tax if they stayed beyond the end of the year.
Jason and Sarah weren’t sure where to begin, which is why they pursued professional help from a specialized cross-border financial planner. They’re busy and the stakes were high enough they called on us to help make their move go as smoothly as possible. They don’t want to get bogged down trying to figure everything out on their own and take the risk of being incorrect given the value at stake.
Note: The above case study is hypothetical and does not involve an actual Areté Wealth Strategists client. No portion of the content should be construed by a client or prospective client as a guarantee that he/she will experience the same or certain level of results or satisfaction if Areté Wealth Strategists is engaged to provide investment advisory services.