How Second Citizenship Can Expand Your Investment Horizons
Capital Club - A podcast by Brian Adams - Tuesdays
Categories:
In this episode, Brian is joined by international tax and immigration experts David and Mel to discuss the complex process of obtaining an alternative citizenship or residence for high-net-worth individuals concerned about global instability. They outline common motivations, provide real client examples, explain key planning considerations around taxation and inheritance, and offer best practices for anyone exploring this route.
[00:00 - 08:20] - Wealthy Americans Seek Second Passports
[08:21 - 22:07] - Holistic Approach to International Living and Tax Planning
[22:08 - 31:53] - Understanding Inheritance Tax in Expatriation Planning
[31:54 - 44:06] - Global Living and Citizenship
[44:07 - 53:08] - Global Wealth Strategies for High-Net-Wage Individuals
Key Quote:
"One of the keys is to have a plan that works for all the family members, especially when you're dealing with multiple generations." - David Lesperance
Connect with David & Mel!
Websites: https://lesperanceassociates.com/ and https://melvinawarshaw.com/
Email: [email protected] and [email protected]
This episode is sponsored by Mack International, a specialized executive search and human capital consulting firm serving the family office/wealth management markets. Please visit their website here for more information.
Download our FREE Strategizing for Inflation Guide here: https://www.excelsiorgp.com/download/
Connect with me:
https://www.linkedin.com/in/brian-c-adams/ (LinkedIn)
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