3:00–3:45 p.m.

Managing the Global Legacy: Helping International Families Think about the United States in Their Planning

Andrew S. Auchincloss
Schlesinger Lazetera & Auchincloss LLP

Phillip Sundquist, CFA, Moderator
Managing Director
Sundquist Advisory LLC

  • Inbound planning:
    • Transferring global wealth to US beneficiaries
    • Pre-immigration planning for individuals coming to the United States
  • Outbound planning
    • Planning for leaving the US tax system
  • Importance of goal-based planning in international situations

Specialty Focus Area: Wealth Management