For clients whose lives, assets, and families span multiple countries, financial complexity multiplies quickly
Residency changes, foreign assets, cross-border estate planning, and multi-currency reporting each carry their own set of challenges — and the cost of a fragmented approach can be significant.
Tocqueville has extensive experience serving internationally complex clients, acting as a knowledgeable, collaborative partner across jurisdictions and working closely with your legal and tax advisors to keep every piece aligned.
Cross-Border Wealth Planning
Coordination with your attorneys and tax advisors on estate, gift, and wealth transfer strategies that account for multi-jurisdictional rules and treaties
Multi-Currency Reporting
Consolidated portfolio and financial reporting across currencies and accounts held in multiple countries
Foreign Asset Coordination
Support managing and reporting on international property, foreign bank accounts, and non-US investments
Country Residency Tracking
Monitoring of domicile and residency status across jurisdictions to help manage tax exposure in the US and abroad
Cross-Border Tax Coordination
Collaboration with your CPAs and international tax counsel on US and foreign tax obligations, including FBAR, FATCA, and treaty considerations
Power of Attorney & Domestic Affairs Management
Handling of domestic US financial responsibilities on behalf of clients residing abroad
International Property Coordination
Administrative and financial support for clients with property holdings outside the United States
Ready to Start a Conversation? We’re All Ears.
Whether you’re navigating change, rethinking your advisor, or simply exploring your options — we’re here to listen. No pressure. No pitch. Just a thoughtful conversation.
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