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Cross-border assets require expert planning and precision.
Managing wealth across borders comes with opportunity—and complexity. Herbert Financial helps foreign nationals structure their U.S.-based income, assets, and investments in a way that reduces tax exposure and maintains compliance. Our planning takes into account immigration status, international treaties, estate tax thresholds, and reporting requirements.
We guide you through the U.S. tax system while preserving your global financial picture. For foreign investors, executives, and entrepreneurs, proper planning is critical to protecting both domestic and international assets. We help turn complexity into clarity—so you can focus on building success worldwide.
What is Foreign National Planning?
Foreign national planning refers to specialized financial, tax, and estate strategies designed for individuals who are not U.S. citizens or permanent residents but hold investments, income, or business interests in the United States. This may include non-resident aliens, visa holders, or green card applicants. Key planning areas include estate tax exposure, pre-immigration planning, income sourcing, FIRPTA compliance, and international tax treaty navigation.
Without a plan, foreign nationals risk double taxation, estate taxes starting at lower thresholds, and noncompliance penalties. Strategic planning helps protect wealth, ensure legal compliance, and simplify cross-border complexities.
Pre-Immigration Tax Planning
Organize assets before U.S. residency begins.
U.S. Estate Tax Exposure
Tax risks for non-citizens.
FIRPTA Compliance
Rules for foreign real estate sellers.
Income Sourcing Rules
Define taxable U.S. vs. foreign income.
Service Benefits
- Minimize U.S. estate and income taxes
- Avoid double taxation or reporting errors
- Align global assets with U.S. compliance
- Secure long-term financial clarity and control
Document Detail
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Get in Touch
Phone Number
+1 (818) 213-1388
