American Expat Portfolio Management Webinar

Are you an American expat with a portfolio of $1 million or more? Managing your investments from abroad can feel like navigating a maze, but you don’t have to do it alone.

Join our exclusive webinar, Expat Portfolio Management, designed specifically for individuals like you who want to make sense of their cross-border financial life. Whether you’re reassessing your current strategy or facing a new life change, this session will provide clarity and direction.
We’ll shed some light on the common mistakes and complexities of managing a substantial portfolio while living abroad.

In this webinar, you’ll discover:

• Key Tax Strategies: Learn practical approaches to navigate the tax landscape, including strategies related to Box 3.
• Compliance Made Clear: Understand the essentials of staying compliant with U.S. regulations while investing overseas.
• Unlocking Your Stock Options: Find out how to effectively unwind corporate stock options and integrate them into your broader financial plan.
• Smarter Inheritance Planning: Explore methods for managing and planning for inheritances across borders.
• Common Blind Spots & Optimizing Your Portfolio: We’ll discuss various items which are often overlooked and ways to optimize your current portfolio

This is your opportunity to gain valuable insights from experts who specialize in the unique challenges you face. Stop wondering if you’re missing something and start building a more confident financial future.
Ready to take control of your expat investment strategy?

Register
FREE

About the speaker
Impact Financial (IF) is a US based wealth management firm that specializes in serving American expats. IF offers comprehensive cross-border financial planning, investment management and US tax preparation services. IF also works with a network of international tax advisors to offer coordinated, cross-border tax planning. IF is here to help optimize all of your cross-border financial complexities.