Taxes & Finance

Stay informed on international tax strategies, asset relocation, and cross-border financial planning for globally mobile individuals and families.

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Summary:A Financial Times article published on March 24, 2025, reports a notable surge in wealthy Americans transferring assets to Switzerland in response to rising uncertainty around the potential return of Donald Trump to the U.S. presidency. Private banks, wealth managers, and family offices in Switzerland are seeing increased demand from U.S. clients seeking to diversify […]

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Summary:A Financial Times article published in June 2024 examines the growing trend of wealthy Americans relocating overseas. Motivated by political polarization, concerns over taxation, and a desire for lifestyle flexibility, a rising number of high-net-worth U.S. citizens are exploring expatriation and alternative residency or citizenship options. The article focuses on a demographic shift within U.S. […]

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Summary: A strong U.S. dollar is fueling a surge in international travel and overseas relocation among Americans, according to a New York Times article published February 20, 2025. With favorable exchange rates boosting their purchasing power, many U.S. citizens are choosing to live, travel, or retire abroad. The article highlights how the relative strength of the U.S. […]

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Summary:A New York Times article published on September 6, 2024, provides a comprehensive guide for Americans considering a move abroad. With more U.S. citizens exploring international relocation due to lifestyle changes, financial reasons, or political dissatisfaction, the article outlines key steps, challenges, and resources to help navigate the process. The article emphasizes that while moving […]

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Summary: A Semafor article published on March 23, 2025, reports that a growing number of Americans are actively pursuing second passports, motivated by political instability. While many Americans are not yet moving, affluent Americans are seeking the option.  Half the world’s countries offer visas or passport pathways based on investments or  financial contributions  so many affluent Americans […]

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Summary: A growing number of Americans are choosing to leave the United States in what some are calling the “Great American Exodus.” According to the March 20, 2025 article from UnHerd, this trend is no longer limited to retirees or temporary digital nomads.  Increasingly, middle-class professionals, young families, and politically disillusioned citizens are moving abroad […]

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Summary: In 2024, a record-breaking number of over 6,100 Americans applied for British citizenship, marking the highest figure since records began in 2004. This surge represents a 26% increase compared to 2023, which saw fewer than 5,000 applications. Notably, the final quarter of 2024 experienced a 40% rise, with over 1,700 applications submitted, the largest […]

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Summary:A The Atlantic article published in March 2025 examines the growing trend of wealthy Americans acquiring residency or citizenship abroad through so-called “golden visa” or “gold card” programs. These initiatives—offered by dozens of countries—grant residency rights in exchange for investment, making it easier for U.S. citizens to live, travel, or relocate abroad without traditional immigration […]

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