EDISON CROSS-BORDER ADVISORY · PROTECT
Cross-Border Asset Coordination
One coherent picture of assets held in more than one country.
WHAT IT ACCOMPLISHES
One coherent picture of assets held in more than one country.
Accounts, property and business interests in different countries come with different rules for ownership, reporting and transfer. We help clients organize those holdings, meet US reporting obligations, and structure ownership so transfers later are orderly.
THE CONTINUITY MODEL · PROTECT
Are the people and assets you care about adequately protected?
WHAT THE WORK TYPICALLY COVERS
- Inventory and titling of international holdings
- US reporting obligations for foreign assets
- Ownership structures for foreign property
- Coordination with foreign advisors
GO DEEPER
- Cross-Border & Expatriate PlanningEstate planning for families with interests across the U.S. and Mexico.
WHO THIS IS FOR
People, not legal categories.
EDISON CROSS-BORDER ADVISORY
Helping families and businesses thrive across jurisdictions.
WHAT HAPPENS NEXT
You should never wonder what happens after you reach out.
- 01
A brief introductory conversation
A short call with our intake team to understand what is happening and what you are trying to accomplish.
- 02
Your planning consultation
A planning consultation with the attorney or advisor best suited to your situation.
- 03
Your options, explained
A clear explanation of the options available to you and our recommended path forward.
- 04
Scope, fees, and a start
If we’re the right fit, we outline the scope of work, discuss fees, and begin implementation.
NOT READY TO TALK YET?
Learn first. Education builds trust.
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NEXT STEP
One coherent picture of assets held in more than one country.
Every family, every business, and every generation will face defining moments. Whether you’re planning ahead or responding to an unexpected challenge, we’re here to help you move forward with confidence.