24 August 2023 Issue 4 Dominic Lawton‑Smith TEP

American connections

Dominic Lawton-Smith explains what families need to consider when establishing ties with the US

Key points

What is the issue?

Globally mobile individuals and their families must carefully consider their residency, structures and the location of their assets and income sources before establishing a presence or acquiring assets in the US.

What does it mean for me?

Structures, including non-resident trusts, companies and foundations are valuable tools in helping bridge a connection to the US.

What can I take away?

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