The Cross-Border Family Wealth Guide: A SavvyReview

The Cross-Border Family Wealth Guide: Advice on Taxes, Investing, Real Estate, and Retirement for Global Families in the U.S. and Abroad

Hardcover: 272 pages

Publisher: Wiley (2017)

The goal of the book is to provide a practical guide on the cross-border wealth ownership and transmission for globally mobile families.

The Cross-Border Family Wealth Guide’s table of contents provide an outline covering a wide range of considerations; relocation, expat assignments, banking, currencies, taxation, investments, retirement planning and estate planning. A cross-border professional – defined by author Andrew Fisher – as someone with the skills, talents and drive to succeed and rise to the top, and one who is willing to go wherever in the world they find the most opportunity.

Finance for Globally Mobile Families

Whether you are seeking an answer to a specific topic or read the book from cover to cover, the information assimilated will provide an understanding to the issues and financial queries a global family will face.

Having a niece working and living abroad in the United Arab Emirates with her husband and two young children, I read the book with great interest. Fisher notes that at the time of his initial drafting there was no comprehensive guide to help cross border families with personal financial decisions and the long-term effective management of their wealth. The information collected and presented in The Cross-Border Family Wealth Guide provides a very helpful and useful resource for globally mobile families who have a financial connection to the United States, either as a citizen or have assets located here.

The majority of this community is made up of international knowledge and other middle / senior management professional but also include retirees and students. The ongoing theme throughout the book is aligning financial assets and strategies with long-term goals and life planning – which provides a constant challenge with rapidly changing legal, financial and regulatory landscapes.

Final Thoughts

This volume provides the foundation for addressing the complex financial needs of an underserved and growing population.

The Cross-Border Family Wealth Guide: Advice on Taxes, Investing, Real Estate, and Retirement for Global Families in the U.S. and Abroad is available in paperback and hardcover at Amazon.


James retired in 2005 after serving 21 years in the United States Army. During the latter part of his career, James' interest in personal finance was piqued based on his own experiences and observations of the way most Americans plan – or more accurately, fail to plan – for retirement and the difficulty many face in starting the process. His most valued education has been lessons learned from personal experience and through conversations with smart, savvy friends.

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