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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.


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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