November 17, 2025
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Holding Assets Outside the U.S.

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I have had questions from clients and prospects about how to hold assets in the U.S.

For those of you who do this, where and how? Happy to direct them to a specific advisor.

Clients will be planning to move overseas in retirement.

Prospects (who are also friends) will stay in US but would like to get money out of US if feasible.

Thank you again for your guidance here. Knowing what I do and don't know is something I like to be honest about and this is outside my comfort zone.

Lauren


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2 days ago
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Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra.

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