Author · CFA, CPA

Andrew Fisher

Helping global families protect and grow their wealth across borders

Featured Book

The Cross-Border Family Wealth Guide

The Cross-Border Family Wealth Guide by Andrew Fisher

The first comprehensive guide to personal finance for cross-border families and their advisors. Whether you are an American living abroad or a foreign-born professional living in the U.S., this book addresses the complex interplay of international taxation, retirement account rules, real estate ownership, and wealth management from both U.S. and foreign perspectives.

International Tax Compliance
Retirement & Pension Planning
Cross-Border Real Estate
Global Investment Strategies
FBAR & FATCA Requirements
Wealth Transfer Planning
401(k) & IRA Rules for Expats
Currency Risk Management
Publisher: John Wiley & SonsPublished: January 2017Pages: 272
"An excellent introduction to territory that has for far too long been difficult to navigate."

— Tom Burroughes, Family Wealth Report

"The only book of its kind — a fantastic read on a topic that deserves far more attention in today's increasingly globalized world."

— Christopher Lewis, Goodreads Reviewer

What You Will Learn

I

Financial Challenges of a Cross-Border Life

II

Saving and Investing: Building Net Worth

III

401(k)s, IRAs, and Retirement Plans

IV

Cross-Border Real Estate Ownership

V

Cross-Border Taxation Strategies

VI

Global Retirement Planning