In this webinar replay, Scott Weaver, JD, Chief Fiduciary Officer of Pathstone, leads a discussion with Nicholas Heuer, JD, LLM, a partner at international law firm Katten, and Steve Sokić, Chairman of Jersey-based Crestbridge Family Office Services. Together they offer complementary perspectives on what to know before deploying capital abroad:

• Legal system of the foreign jurisdiction
• Local rights and duties accompanying asset ownership
• System and rate of taxation
• Regulatory and administrative requirements
• Impact on U.S. legal, tax, or regulatory filings

Whether you’re thinking about acquiring assets, forming entities, making gifts, or establishing residency or citizenship abroad, this dialogue will offer critical insights and case studies to help inform your planning. For more background, read our recent article on this topic.