Bringing wealth across borders. Doing it right.
Presented by LITHOS · Insurance · Wealth · Tax · Realty
For families with international roots, repatriating assets to the United States — or managing wealth across multiple countries — involves a tax and reporting landscape most domestic advisors never engage with. This 50–60 minute seminar covers the major frameworks: FATCA, FBAR, tax-treaty interactions, and the planning moves that legally minimize cross-border tax exposure.
FATCA, FBAR, Form 8938, tax residency, and the reporting obligations US-connected families often discover too late — and at great cost.
How to repatriate foreign assets legally, the tax events you may trigger, and the structures that minimize tax friction on the move across borders.
Tax treaties between the US and major countries (India, UK, EU, China, Canada) offer planning leverage that domestic-only families don't have. We show how to use them.
At Lithos, our mission is to create wealth for families. Through layered planning and a team of trusted professionals, we provide comprehensive insurance, wealth, tax, and real estate solutions that empower clients across the country to protect what matters today and build lasting legacies for tomorrow.
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