Cross-border Client Case Studies

Kate Higgins

Australian business owner living in the US

Primary Goals:

  • Sell her business in the US and move back to Australia

  • Purchase a house and start a family

  • Live modestly off investment earnings

The Results:
When Kate hired a financial planner, she was concerned about more than just her investments. She wanted help with the entire financial picture, especially selling her business, moving to Australia, and minimizing her tax liability in the US and Australia.
We introduced her to strategies that have saved her millions in taxes, while setting her up to start a family and live the life of her dreams in Northern NSW.

Jason and Sarah Rigby

High Net Worth Software Engineer Aussie Couple Living in the US

Primary Goals:

  • Extricate family from the US prior to being exposed to the HEART Act and a huge exit tax from the US.

  • Move to New Zealand and get set up with a financial team there

  • Manage global holdings in a low-cost, tax-efficient and coordinated manner

The Results:

We put together a team including a US tax attorney, US immigration attorney, US CPA, New Zealand based financial planner and a New Zealand-based CPA and made their family’s transition as smooth as possible.

We set up a multi-currency investment solution which allowed them to buy their dream house in Auckland using their US portfolio as leverage, while obtaining the lowest cost foreign exchange.

Eric and Aimee Cassel

Australian Executive & Family, Permanently Relocated to the US

Primary Goals:

  • Late stage career planning and transition to retirement in the US

  • Setting up a clear retirement income plan which takes into account his Australian investment property, managed fund portfolio, inheritance and Superannuation

  • Selecting and coordinating advice with an Australian financial planner

The Results:

When The Cassels hired a financial planner, they wanted help with the entire financial picture, especially retirement income planning, recommendations on how to handle his global assets, and taxes.
Eric has more energy and mental space to dedicate toward what he enjoys — knowing he has the choice to totally retire when the time is right.

The above case studies are hypothetical and do 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.

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Investment advisory services offered through Arete Wealth Strategists, a Minnesota Registered Investment Advisor. Telephone number 888.544.3250. Arete Wealth Australia may offer investment advisory services in the State of Minnesota and in other jurisdictions where registered or exempted. Please click here for more important disclosure