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STEP Journal

American dream

Simon Gorbutt, Daniel Welker and Danilo Santucci , May 2016

Simon Gorbutt TEP is Associate Director, Daniel Welker is Senior Wealth Planner and Danilo Santucci is Senior US Tax Counsel and Wealth Planner at Lombard International Assurance.

Summary:

Simon Gorbutt, Daniel Welker and Danilo Santucci explain how dual-compliant wealth-planning tools can free globally mobile individuals from some of the complexities that affect US-connected clients

Key points

What is the issue? Identifying planning solutions for mobile wealth owners who have (or will soon obtain) US connections.

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