Emigration and relocation is complex both administratively and emotionally, with so many aspects to consider. Financial planning for the average high-net-worth individual is no simple task, but tax, retirement, and estate planning is even more complicated when your financial life spans international borders. 

We hope that our blog gives you valuable insights and things to consider. 

Monday, May 13, 2024

Emigrating comes with a multitude of considerations. Among these, understanding the tax consequences and ensuring compliance with the South African Revenue Service (SARS) is of paramount importance.

Monday, May 6, 2024

Unlocking Economic Prosperity: The Transformative Impact of Immigration on the US Economy. The topic of immigration has long been a subject of debate and contention in the United States.

Monday, April 1, 2024

For High Net Worth Individuals (HNWIs) emigrating from South Africa to the United States, this transition involves intricate financial considerations that necessitate specialised expertise in cross-border wealth management.

Tuesday, March 12, 2024

The allure of active wealth management has long been associated with the promise of outperforming market indexes. However, a closer examination reveals that this promise often falls short in the face of taxes and costs.

Thursday, February 29, 2024

In the ever-evolving landscape of wealth management, discerning individuals of high-net-worth and ultra-high-net-worth are faced with a pivotal decision: entrust their financial future to the vast machinery of global high street banks,...

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Monday, February 12, 2024

Navigating U.S. tax implications as an SA expatriate requires a thorough understanding of relevant tax laws and careful planning.

Tuesday, January 16, 2024

High-Net-Worth Individuals Emigrating from South Africa to United States have a myriad of financial considerations from tax to estate planning, currency exchange and overall wealth preservation.

Friday, November 24, 2023

Receiving a Green Card is a significant milestone for immigrants in the United States, granting them the status of a lawful permanent resident. This status comes with a multitude of rights and responsibilities.

Monday, October 30, 2023

South African emigrants arriving in the USA have to embrace a delicate balancing act when it comes to their retirement funding and planning. On the one hand, they have to make some tough decisions about what to do with their...

Monday, October 16, 2023

Emigrating from one's home country is a significant decision, often influenced by a myriad of factors. For high net worth families in South Africa considering a move to the United States, the decision becomes even more complex, as they...

Thursday, August 10, 2023

Potential drawbacks and considerations associated with establishing an LLC While utilizing an LLC as a vehicle for investments offers numerous advantages, it is important for clients to be aware of potential drawbacks and...

Monday, July 31, 2023

As entrepreneurs and high-net-worth individuals seek to expand their business horizons, one state shines like a beacon of opportunity - Florida. The Pros of Establishing an LLC in the Sunshine State of Florida.

Monday, June 26, 2023

In addition to the numerous advantages of an LLC mentioned in Part 1, utilizing an LLC as a vehicle for investments offers an added benefit to South African immigrants facing challenges in opening investment accounts or bank accounts...

Thursday, June 22, 2023

When it comes to managing investments, making strategic decisions can significantly impact long-term success. One such decision is choosing the appropriate legal structure to house your investments. Among the options available, the LLC.

Wednesday, May 24, 2023

Primary considerations when emigrating: A guide for high-net-worth individuals

Thursday, May 11, 2023

Unpacking US Health Insurance for Immigrants Health insurance in the USA can be daunting and differs from South African medical aid. When broken down into parts however, insurance is actually fairly easy to understand.

Wednesday, April 12, 2023

IntroductionUS beneficiaries of foreign trusts are subject to a throwback tax regime and an interest charge when they receive distributions of accumulated income from the trust.To avoid these punitive payments, families often choose to...

Sunday, March 26, 2023

Many high net worth (HNW) individuals are seriously considering emigrating from SA to the US. Whether it is for work, to escape the country’s poor economic conditions and dwindling wealth opportunities, it’s a life-altering decision.

Thursday, March 9, 2023

Emigration and relocation is complex both administratively and emotionally, with so many aspects to consider. This article looks at the influence of personality on the decision to emigrate and the likely success of the emigration decision.

Tuesday, February 28, 2023

A trust in the USA is a legal arrangement where a person, known as the trustor or grantor, transfers assets to a trustee who manages those assets for the benefit of one or more beneficiaries. The trustee has a fiduciary duty to act in...

Thursday, February 16, 2023

Imagine arriving in a new country and you have start afresh with no credit history. You have been paying off debt diligently for years. It's as if you never existed. You cannot get any credit or loan until you have built a good credit score

Wednesday, February 15, 2023

Access to lending (credit) in the United States can be a challenge for immigrants who have no credit history. Without a credit history, it can be difficult to secure loans or credit cards, rent an apartment, or even get a job. However, esta

Monday, January 30, 2023

High-net-worth clients who are emigrating from one country to another need to consider partnering with a wealth manager who understands the wealth planning complexities associated with assets and family members spread across the world.

Tuesday, January 24, 2023

Emigrating from South Africa to the United States can be a significant financial decision. For high-net-worth individuals, the decision can be even more complex with factors like the impact on investment portfolios and tax implications.