Invest Expat — Think globally. Advise locally.
For Existing Clients

Estate Planning across borders

Wills, trusts, gifts and inheritance — coordinated across the countries where you, your children, and your assets live.

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We work with specialist estate counsel in Austria, the UK, the US and across the EU to coordinate wills, succession planning and lifetime gifting strategies.

Forced heirship rules, the EU Succession Regulation, US estate tax, and Austrian inheritance treatment all interact — usually badly, unless they're planned together.