Managing Director, USA
Senior Director, USA
A recent article published by eprivateclient considers the factors encouraging a growing number of ultra-high-net-worth individuals and families in the US to explore international relocation.
In particular, the article examines how changing tax environments, geopolitical uncertainty, family priorities and succession planning are all contributing to increased demand for flexibility across jurisdictions. It also considers the appeal of residency programmes in Europe, the Caribbean and other international financial centres.
Morgan Alleyn, Managing Director, and Darrell King, Senior Director at Crestbridge Fiduciary in the US, contributed to the article, commenting on the decision-making process for families when it comes to global mobility and relocation:
However, their contribution also highlights why obtaining residency is only the beginning of a relocation, with individuals and families needing to consider the possible tax, regulatory and succession implications in both their current and intended jurisdictions. Existing trusts, investment vehicles and estate plans may also need to be reviewed to ensure they remain appropriate following a move:
Effective global mobility planning therefore requires a coordinated approach involving immigration, tax, legal and fiduciary advisers. Early advice can help families identify potential conflicts between jurisdictions and make informed decisions that support their wider personal and financial objectives.
Read the full article, “Why global mobility is rising among US UHNWIs”, published by eprivateclient on 22 July 2026.
This article was written and published by a third party. Crestbridge Fiduciary does not own the original content. Morgan Alleyn and Darrell King contributed comments to the article.