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Berdon Advisors on the Surge in Families Using Cross-Border Investing

The Surge in Families Using Cross-Border Investing

11.19.19 | Crain’s New York Business

Berdon advisors Lisa Goldman, CPA, TEP, M.Tax and Elizabeth Zabludoff, J.D. share their insights on the growing trend among sophisticated families of using cross-border investing to both grow and limit list. In the Ask The Expert column of Crain’s New York Business, Goldman and Zabludoff discuss the drivers of this trend, highlight the unique challenges families face, and examine important tax, legal, and estate planning considerations.

To view the full Ask The Expert, click here.