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Global Client Wealth Protection Assessment

This assessment is designed for clients outside the U.S. or with global interests—such as property, business, or beneficiaries in the United States. Your responses will help us recommend the best trust structure to protect your assets and meet your cross-border goals.

Confidentiality Notice: This assessment is proprietary and confidential. Your information will only be used to evaluate your wealth protection needs. Unauthorized use or sharing is prohibited.

Disclaimer: Completing this assessment does not guarantee service, nor does it establish a client relationship. Recommendations are based solely on your responses and are for informational purposes only.

Email *
Full Name *
Phone *
What is your citizenship status?* *
Do you have beneficiaries who are U.S. citizens or residents? *
Do you own assets in the United States? *
Are you considered tax-resident in more than one jurisdiction this year? *
Do you hold U.S. green card, citizenship, or substantial presence? *
If emigrated, have you triggered a ‘departure tax’? *
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