Global Estate Planning
For internationally mobile professionals and families, financial planning becomes more complex when your income, assets, investments, pensions and future plans span more than one country.
A financial strategy that worked when you lived in one jurisdiction may no longer be appropriate when you relocate, retire overseas, acquire assets internationally or build wealth across different currencies and financial systems.
Carey Suen’s Global Financial Planning service takes a holistic view of your financial affairs, helping you bring together your current position, future objectives and international arrangements into one coordinated strategy.
Your financial plan should move with you, wherever life takes you.
Why You Need This
International lifestyles create financial complexities that are easily overlooked.
Changing countries can affect existing investments, pensions, insurance arrangements, tax exposure, currency requirements and longer-term retirement plans. At the same time, financial arrangements accumulated over many years can become fragmented across different providers and jurisdictions.
Carey Suen helps you step back and look at the complete picture — what you own, where it is held, what you are trying to achieve and whether your existing arrangements remain appropriate for your circumstances.
What We Cover
Our Global Financial Planning service can include:
- International financial planning across multiple jurisdictions
- Investment and portfolio review of existing arrangements
- Retirement and pension planning
- Protection planning for individuals, families and business owners
- Cash-flow and future income planning
- Currency and international asset considerations
- Tax-efficient structuring, working with appropriate tax specialists where required
- Business and personal financial planning
- Estate and succession planning integration
- Ongoing reviews as your circumstances and objectives change
How It Works
We begin by understanding your current position: your assets, investments, pensions, liabilities, income, protection arrangements, family circumstances, countries of residence and, most importantly, what you want your wealth to achieve.
We then identify gaps, duplication and areas requiring attention and develop a coordinated financial strategy around your objectives.
Where specialist regulated investment, pension, tax or legal advice is required, Carey Suen works alongside appropriately qualified and authorised professionals in the relevant jurisdiction.
Financial planning should not stop with investment and retirement planning.
Your lifetime financial arrangements and your estate plan should work together so that the wealth you build and protect throughout your lifetime can ultimately pass efficiently to the people you choose.
International lives change. People relocate, businesses are sold, children grow up, investments change and retirement plans evolve.
Regular reviews help ensure that your financial and estate planning continue to reflect your circumstances, objectives and the jurisdictions relevant to you.
Who This Is For
Global Financial Planning is designed for internationally mobile individuals and families who want a coordinated view of their financial affairs, including:
- Expatriates living and working overseas
- Internationally mobile professionals and executives
- Business owners and entrepreneurs
- Families with assets in multiple countries
- Individuals approaching or planning international retirement
- People relocating to or from another country
- Families wanting to coordinate financial and estate planning across generations
Getting StartedThe first step is a private, no-obligation consultation with Annette. We will discuss where you are today, what you want to achieve and whether your existing financial arrangements are aligned with your longer-term plans. From there, we can identify the areas that require attention and determine the most appropriate next steps for your circumstances.
Act Today
Speak with our team today for a private briefing on our structuring solutions and capital protection frameworks. Secure your edge. Book an exclusive private briefing with our experts today..
Testimonials
Consistent, predictable, and entirely outside of public markets. Annette manages this level of capital with the same personal attention she gave me when I first invested $50,000
