Understanding cross-border investment, taxation and trust planning.

From high-net worth individuals with multiple passports to more modest families spread across numerous countries, understanding and appreciating financial, cultural and legal differences between jurisdictions is fundamental to managing your finances today.

A recent global survey by the Society of Trust and Estate Professionals found the number of clients claiming multi-jurisdictional status had risen by nearly 80 per cent in the past decade.

The Society’s members identified cross-border tax conflicts across jurisdictions, in particular, as an increasing issue. 

Kenwell Financial Life Planning was founded in Switzerland, the UK and Australia, with the simple aim of helping people achieve Financial Wellbeing, wherever they live and whatever their circumstances.

We specialise in independent, professional advice with a focus on advising international clients and their families on interjurisdictional or multi-jurisdictional financial matters. Kenwell clearly understands the practical challenges faced by international investors.

If you’re investing in multiple countries and undertaking cross-border transactions, it’s critical you understand your global exposure while putting plans in place to reduce costs, misunderstandings and stress.

Contact us at Kenwell today and learn more about our multi-jurisdictional interjurisdictional or cross-border advice and services.

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