PREPARE FOR THE CONVERSATION
Map your international planning questions
Start with what you want your international plans to make possible. This map helps you organize the questions, people and practical constraints that deserve attention before you choose a destination or provider.
For U.S. owners considering life, investment, banking or longer-term plans abroad.
Six connected questions
Your purpose
What would you like your international plans to make possible?
People and practical commitments
Who should take part, and what needs to work in everyday life?
Status and location questions
Which permissions and residence questions need separate review?
Banking and investment purpose
What would an overseas account or investment need to do for you?
Ownership and continuity
Which ownership and succession questions should be considered together?
Sequence and professional review
What needs to be understood before comparing options?
Your purpose
What would you like your international plans to make possible?
Separate a move, greater travel flexibility, a business need, an investment objective and a family-planning question. Decide which matters first and what a useful next step would look like. You can begin without a country in mind.
People and practical commitments
Who should take part, and what needs to work in everyday life?
Consider work, time in each place, accessibility, education or care needs and family preferences privately. Identify the practical constraints that shape your choices. Keep personal family details out of the public inquiry form.
Status and location questions
Which permissions and residence questions need separate review?
Ask an appropriately qualified professional which residency, citizenship, permission-to-work and tax-residence questions apply to your goals. Keep these as separate questions rather than assuming one approval answers them all.
Banking and investment purpose
What would an overseas account or investment need to do for you?
Clarify the purpose before considering a provider. Ask the relevant institution or adviser about eligibility, services, currencies, costs, access, risks and reporting questions before applying or making a commitment.
Ownership and continuity
Which ownership and succession questions should be considered together?
Identify business, property and succession questions for your existing advisers to review together, including the countries involved. Keep asset inventories and account information with your advisers, outside the public website.
Sequence and professional review
What needs to be understood before comparing options?
Identify which questions need U.S. advice, advice in another jurisdiction or both. Agree on the next decision and the people who can help address it. Discovery establishes fit before any provider introduction; any introduction or information sharing requires your specific consent.
Use these questions to prepare a conversation. Choices depend on your circumstances and the relevant professional or institutional review; residency, citizenship, account acceptance and investment outcomes are not guaranteed.
Take into discovery
Bring a brief description of your goal, your timing, existing advisers and the three questions you most want to resolve. For an acquisition, include the opportunity and your intended ownership role; for international planning, include countries under consideration, if any.
Discuss your international plans