Weekly briefing: tax, investing, banking, relocation, and family wealth for lives across borders.
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Investing globally sounds simple until account access, tax wrappers, currency exposure, withholding tax, residency changes, and family succession are involved.
Founder, Investor, and Liquidity Events
How globally mobile founders can distinguish paper value from saleable, after-tax liquidity and build a cross-border plan around a possible exit.
Practical Systems and Decision-Making
Cross-border wealth gets expensive when the bank, broker, tax adviser, and lawyer are all working from different facts. A useful adviser team starts with one owner, one evidence pack, and one operating brief that each specialist can test instead of rebuild.
Cross-Border Wealth Foundations
When your money, liabilities, and reporting obligations sit in several currencies and jurisdictions, the right first step is not a trade. It is a cleaner operating system: one decision currency, one cross-border map, and one evidence file that shows who can tax, question, or block each part of the structure.
Cross-Border Wealth Foundations
The right jurisdiction is rarely the one with the cleanest headline. The useful choice comes from separating immigration, tax residence, incentives, company rules, banking, family realities, and the country you may one day return to.
Cross-Border Wealth Foundations
A plain-English guide to CRS for expats: what banks can report, how tax-residence self-certification works, and what to check after moving country.
Cross-Border Wealth Foundations
Internationally mobile investors often face unexpected challenges with cross-border investment accounts. From tax residence issues to unexpected reporting obligations, understanding these risks is essential for protecting your global wealth.
Founder, Investor, and Liquidity Events
Post-exit, founders face the challenge of managing newfound wealth while ensuring financial longevity. This article explores the key considerations for establishing a personal runway, the potential pitfalls, and the questions to ask your advisers.
Practical Systems and Decision-Making
Globally mobile families face unique challenges in managing their wealth. Each January, these families should conduct a thorough review of their financial and legal affairs to stay compliant and optimize their strategies.
Global Investing / Switzerland / 31 Jul 2026
Speech by Dr Fritzi Köhler-Geib, Member of the Executive Board of the Deutsche Bundesbank, at the Global Launch of WIPO (World Intellectual Property Organization)-LBS (Luiss Business School), Geneva, 8 July.
Why this matters: macro and market-policy changes matter differently when your spending, taxes, accounts, and future plans sit in several countries or currencies.
Who should pay attention: globally mobile investors, founders after liquidity, and families with assets or spending needs in several currencies.
Practical implication: treat this as a signal to check the facts before a move, liquidity event, banking change, investment decision, or family-wealth update.
Caveat: this is attributed news context from BIS - Central Bank Speeches and Wealth Nomad editorial commentary, not personal tax, legal, investment, immigration, or financial advice.
Global Investing / US / 6 Aug 2026
Vanguard and Norway’s sovereign wealth fund strike cautious response to.
Why this matters: macro and market-policy changes matter differently when your spending, taxes, accounts, and future plans sit in several countries or currencies.
Who should pay attention: globally mobile investors, founders after liquidity, and families with assets or spending needs in several currencies.
Practical implication: treat this as a signal to check the facts before a move, liquidity event, banking change, investment decision, or family-wealth update.
Caveat: this is attributed news context from Financial Times - Markets and Wealth Nomad editorial commentary, not personal tax, legal, investment, immigration, or financial advice.
Global Investing / UK / 7 Aug 2026
Intention to invest £100 million through British Business Bank’s Investor Pathways Capital Initiative to boost growth in every.
Why this matters: macro and market-policy changes matter differently when your spending, taxes, accounts, and future plans sit in several countries or currencies.
Who should pay attention: globally mobile investors, founders after liquidity, and families with assets or spending needs in several currencies.
Practical implication: treat this as a signal to check the facts before a move, liquidity event, banking change, investment decision, or family-wealth update.
Caveat: this is attributed news context from HM Treasury and Wealth Nomad editorial commentary, not personal tax, legal, investment, immigration, or financial advice.
Global Investing / UK / 27 Jul 2026
Pension fund could be used to back the next generation of high-growth British science and technology.
Why this matters: macro and market-policy changes matter differently when your spending, taxes, accounts, and future plans sit in several countries or currencies.
Who should pay attention: globally mobile investors, founders after liquidity, and families with assets or spending needs in several currencies.
Practical implication: treat this as a signal to check the facts before a move, liquidity event, banking change, investment decision, or family-wealth update.
Caveat: this is attributed news context from HM Treasury and Wealth Nomad editorial commentary, not personal tax, legal, investment, immigration, or financial advice.
It can. Tax reporting, account eligibility, fund treatment, currency, estate planning, and adviser permissions can change after a move.
