
Jul 24
8 Cross-Border Estate Planning Mistakes to Avoid With Wealthy Clients By John Manganaro - ThinkAdvisor
While it is not a topic that many financial planners are experts in today, cross-border estate planning is an increasingly important issue for wealthy global families.
In fact, according to experts with Cerity Partners who specialize in international estate planning, the provision of such services represents a great opportunity for fiduciary financial planning firms looking to elevate their service and attract multigenerational clients.
