Global Wealth in Practice

Time

Session Information

8:00 am – 9:35 am

Table Topics & Panel: Running a Cross-Border Practice 101: Building a Sustainable, Compliant Global Advice Firm

As more clients live, work, and retire across borders, advisory firms are under pressure to deliver planning and investment advice that spans multiple tax, legal, and regulatory regimes. This session will walk through the foundational elements of launching and running a cross-border financial planning practice, with a focus on repeatable processes, risk management, and profitable service models.

 We will cover how to define your ideal cross-border client, structure engagements, price your expertise, and coordinate with tax/legal partners across jurisdictions. Attendees will leave with a clearer roadmap for scaling from “one-off” international cases to a durable, specialized global planning business.

Learning Objectives:

• Identify the key operational, tax, legal, and regulatory considerations involved in establishing and managing a cross-border financial planning practice.
• Develop a scalable service model by defining an ideal cross-border client profile, structuring client engagements, and implementing pricing strategies for international planning services.
• Apply best practices for coordinating with cross-border tax and legal professionals to build repeatable processes, manage risk, and deliver comprehensive advice to globally mobile clients.

9:35 am – 9:45 am

Break

9:45 am – 10:25 am

Real World Cross Border Planning: Two Case Studies in Global Clients

This interactive session will walk through two real world cross border client case studies, highlighting how seemingly routine planning issues become substantially more complex when multiple tax, legal, and regulatory regimes are involved. We will unpack each client’s fact pattern, illustrate the diagnostic questions to ask, and trace the planning decisions step by step from initial engagement through implementation.

Topics will include residency and domicile analysis, coordinating advice across jurisdictions, structuring investments and retirement assets, and managing ongoing compliance and reporting obligations. Attendees will come away with practical frameworks and checklists they can apply immediately when a “simple” client suddenly reveals international ties.

Learning Objectives:

• Evaluate cross-border client scenarios by identifying key residency, domicile, tax, legal, and regulatory considerations that influence financial planning recommendations.
• Apply a structured framework to assess complex cross-border planning needs, including investment strategies, retirement assets, and ongoing compliance obligations.
• Demonstrate effective coordination strategies with tax, legal, and other professional partners across jurisdictions to develop and implement comprehensive cross-border financial planning solutions.

10:25 am – 10:35 am

Break

10:35 am – 11:05 am

Systematizing Cross Border Complexity: Building a Repeatable Process

Cross border client work often feels bespoke and ad hoc, which can limit capacity, profitability, and consistency of advice. This session focuses on how to translate complex international planning work into a repeatable, scalable process that your whole team can follow.

We will explore practical tools for standardizing intake and fact finding, building checklists and workflows for common international scenarios, and integrating specialist partners without losing control of the client experience. Attendees will leave with a framework for documenting and refining their own “playbook” so that international cases become an intentional part of the business model rather than one off exceptions.

Learning Objectives:

• Develop a standardized framework for managing cross-border financial planning engagements using consistent intake, fact-finding, and workflow processes.
• Implement practical tools, including checklists and documented procedures, to improve the efficiency, consistency, and scalability of international client engagements.
• Evaluate strategies for integrating tax, legal, and other specialist partners into the planning process while maintaining a seamless client experience and supporting a sustainable cross-border business model.

11:05 am – 11:15 am

Break

11:15 am – 11:55 am

Global Portfolios for Global Lives

Traditional portfolio construction often assumes a single home country, a single tax regime, and a static life path, which breaks down quickly for globally mobile clients. This session explores how to design and manage portfolios for individuals and families who live, work, and retire across borders, with particular focus on currency risk, tax drag, and jurisdictional constraints.

We will discuss practical ways to align asset location and product selection with cross border tax realities, manage multi currency cash flows, and navigate issues such as PFICs, fund reporting differences, and local product biases. Attendees will leave with a more robust framework for building evidence based, globally coordinated portfolios that can adapt as a client’s residency, family, and career evolve over time.

Learning Objectives:

Table Topics & Panel: Running a Cross-Border Practice 101: Building a Sustainable, Compliant Global Advice Firm

As more clients live, work, and retire across borders, advisory firms are under pressure to deliver planning and investment advice that spans multiple tax, legal, and regulatory regimes. This session will walk through the foundational elements of launching and running a cross-border financial planning practice, with a focus on repeatable processes, risk management, and profitable service models.

We will cover how to define your ideal cross-border client, structure engagements, price your expertise, and coordinate with tax/legal partners across jurisdictions. Attendees will leave with a clearer roadmap for scaling from “one-off” international cases to a durable, specialized global planning business.

Learning Objectives:

• Identify the unique portfolio construction challenges faced by globally mobile clients, including currency risk, tax implications, and jurisdiction-specific investment constraints.
• Apply strategies for optimizing asset location, product selection, and multi-currency cash flow management to improve tax efficiency and support cross-border financial planning objectives.
• Evaluate investment solutions for cross-border clients by assessing considerations such as PFIC rules, fund reporting requirements, and changing residency to build adaptable, evidence-based global portfolios.

11:55 am – 12:10 pm

Closing Remarks