Our Services
Cross Border Financial Planning
At Nardis we service your cross-border financial planning needs.
Cross border financial planning takes many forms!
This may include:
- Receiving dollar inheritances overseas
- Executing non-US wills in US brokerage accounts
- Ensuring that US and non-US citizens invest in a manner that is tax efficient.
- Understanding where one’s tax domicile is (a key component to reducing taxes)
- How to avoid Passive Foreign Investment Corporation (PFIC) taxes for US citizens and preventing exposure to US estate taxes for non-US citizens residing overseas with investments in the US.
and more!
Ready to Get Started?
Schedule a consultation with one of our advisors to discuss your financial needs.