International & Cross-Border Planning KC: With Clarity of Vision, Decisions are Easy: Operating & Growing a Niche Cross-Border Company

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Includes a Live Web Event on 01/21/2025 at 8:00 AM (MST)

This Knowledge Circle will provide insight into the complexities of running a cross-border company where home office is outside the US. Attendees will leave with understanding of potential problem areas for cross-border companies to be aware of and plan around as well as knowledge of how to work with cross-border clientele who move countries, give up or gain US status, etc.

By the end of the presentation, participants will be able to understand the complexity of running a licensed company abroad, in this case, Singapore.
By the end of the presentation, participants will be able to understand the importance of being licensed outside the US or finding partners in other jurisdictions.
By the end of the presentation, participants will be able to know how to navigate working with cross-border clientele who move countries, give up or gain US status, etc.

Ann Marie Regal

CEO

Avrio Wealth

Ann Marie is the Chief Executive Officer at Avrio Wealth Pte Ltd. Ann Marie specializes in working with clients who have US tax connections. She has been working in the financial services industry for over 20 years.

Ann Marie is one of the only fee-based American wealth planners in Singapore. She employs an integrated, consultative approach to assist her clients in all areas of wealth planning including Investment, Tax, Insurance, Retirement and Estate Planning. Ann Marie also helps clients Immigrate to, or Expatriate from, the United States.