Listings in Estate Planning

Cross border estate planning can be complex, due to the cross over between difference rules in different jurisdictions. The firms listed on this page offer specialist advice for expats. As always, shop around and check credentials, experience and fees.

Showing 10 of 10 results
Avenue d’Ouchy 29, Lausanne 1006, Switzerland
White Lighthouse Investment Management provides fee-only investment management and financial planning services to individuals and families around the world, specializing in serving overseas Americans, especially those in Switzerland.
Phil Hogan, CPA, CA, CPA (Colorado)
Phil Hogan, CPA, CA, CPA (Colorado)
200-1137 Yates Street v8v3n1, Canada
Phil Hogan is a Canadian and US CPA working with clients throughout Canada and the US. Phil advises on cross border tax and financial planning matters. Phil can be reached at phil@philhogan.com or via telephone at 250-661-9417.