Move Abroad with Financial Confidence
We publish books and guides for US citizens looking to move internationally.
Subscribe to receive 6 newsletters to help you assess your options.
Planning Your Move Abroad Should Be Exciting, Not Overwhelming.
You’re ready for a new chapter and a better lifestyle, but the financial and legal complexity can be paralyzing. You find yourself asking…
Income: “How well can I live on my budget?”
Taxes: “How do I navigate the maze of FBAR, FATCA, and potential double taxation without making a costly mistake?”
Estate Taxes: “My U.S. estate planning can be over-ruled by local laws? “
Residency: “Which visa is right for my financial situation—and how do I avoid having my application denied?”
Assets: “What’s the smartest way to manage my US-based investments, real estate, and retirement accounts from overseas?”
Logistics: “Where do I even begin with international banking, health insurance, and finding trustworthy professionals on the ground?”
Books
June 20, 2025
Your focused guide designed to dive into the practicalities that matter most. This playbook provides a clear roadmap, from initial considerations to settling into your desired destination with confidence and clarity.
Stop wondering and start planning with confidence. This guide is the essential first step toward turning your dream of a global lifestyle into a well-executed reality.
PLANNING FOR A Smooth Move
January 3, 2026
This guide is written specifically for U.S. residentspreparing for an outbound international relocation.It is built on a practical truth: there is no single“correct” way to move overseas. Instead, there arethree execution tiers, each with different costs,responsibilities, and risk exposures.
June 23, 2025
Your comprehensive no-fluff guide to the heart of your decision process; a strategic manual for what may be the most significant lifestyle investment you ever make. This playbook provides a rigorous framework for analyzing modern Greece as one of the most compelling and asymmetric opportunities of the 21st century—a unique synthesis of an unparalleled quality of life undergirded by a sophisticated and highly favorable financial structure.
Navigating Visas, Taxes, Wealth Management, Real Estate and Quality of Life for a Seamless Move
April 28, 2025
Your comprehensive, 176-page guide designed specifically to go beyond generic advice and dive deep into the practicalities that matter most. This playbook provides a clear roadmap, from initial considerations to settling into your desired Spanish life with confidence and clarity.
Understanding Portugal, it’s Microclimates, Visas, Taxes, Life Style Options for a Smooth Move.
April 21, 2025
This 73-page guide focuses on what truly matters to those with more to plan for, protect, and invest in. Whether you’re moving for lifestyle, legacy planning, global diversification, or simply better weather, this guide equips you with the right questions, frameworks, and facts to engage with immigration and tax professionals to move forward wisely.
The Book for Smart Retirees to Portugal
This book is designed for Americans considering Portugal who want both lifestyle clarity and financial confidence.
Throughout the guide, you’ll see three distinct lenses:
1. Lifestyle Lens
2. Wealth Lens
3. Compliance Lens
Foundation Newsletter Archive
Our collection of Foundational newsletters covering essential topics for Americans managing wealth internationally,
These 6 Foundation newsletters will be send to new subscribers over the first few weeks.
We do not publish periodic newsletters, so your subscription if solely for these 6 articles.
Foundation 1
Inheritance Taxes in Europe vs. the U.S.: Key Differences
Topics:
Inheritance Taxes in Europe
The U.S. Model: Estate vs. Inheritance Taxes
Key Differences: Europe vs. U.S.
Planning for Inheritance Taxes
- Next Steps
Foundation 2
Forced Heirship: When Your Will Isn’t the Final Word
Topics:
Definition of forced heirship
Countries that enforce it (e.g., France, Spain, Italy, parts of Asia)
Examples of how a will may be partially or fully overridden
Strategic questions to ask a local estate planner
Foundation 3
Wealth Taxes Overseas: What High-Net-Worth Americans Need to Know
Topics:
What Is a Wealth Tax?
Countries with Formal Wealth Taxes
Countries with Wealth Tax–Like Measures
What About the U.S.?
- Next Steps
Foundation 4
How U.S. Trusts Are Viewed in Foreign Tax Systems: What You Need to Know
Topics:
- Overview of revocable vs. irrevocable trusts
How Retirement Accounts Are Treated
Inheritance and Estate Tax Considerations
Next Steps
Foundation 5
Understanding Income Tax Models and Worldwide Taxation
Topics:
Territorial vs. Worldwide Taxation
Dual Taxation Risk and Mitigation
Final Thoughts
Foundation 6
Exploring Visa Types for Living Abroad: A Pocket Guide
Topics:
Ancestry-Based Visas
Employment-Based Visas
Marriage-Based Visas
Income-Based Visas
- Asset-Based Visas
- Investment-Based Visas
- Retirement Visas
- Conclusion
What Our Readers Say
Hear from successful expatriates who rely on our insights
Wealth And Borders provided critical guidance that helped me frame questions that I would have missed. It shaped our thinking.
Wealth And Borders helped me engage the right professionals to manage the longer term implications of taking tax residency in the countries I was considering.
Foundational newsletters and books offered practical advice on researching healthcare systems abroad helping us build our short list.
Don’t Navigate International Borders Alone
Join successful Americans who leverage our insights to protect and grow wealth beyond US borders. .
Plan and Manage Taxes
Be aware of the questions to ask your tax professionals both in the US and in your destination country. Implement your plan before becoming a tax resident overseas.