Chris Opie is a co-head of global families at Bernstein Private Wealth Management.
Latest Articles
- On Tax & Estate Planning
As global mobility becomes increasingly common, more U.S. families are expanding to include members who permanently live outside the country.
- On Tax & Estate Planning
Families are embracing the opportunities that come with global mobility, leading more Americans to explore their options overseas. But a move abroad can be a more complicated adventure for U.S. citizens compared to noncitizens.
- On Tax & Estate Planning
By taking a long-term approach and using trusts, the non-U.S. members of a global family can meaningfully reduce the tax burden of their American family members and help maximize family wealth.
- On Tax & Estate Planning
For couples of mixed citizenship — where one partner is a U.S. citizen and the other a citizen of another country — their tax burden can get complicated and expensive without the right planning.