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Cross-Border Wealth Transfer: Top Vehicles for 2025

Cross-border asset transfer strategies tailored for high-net-worth individuals in 2025. Cross-Border Wealth Transfer: Top Vehicles for 2025 In 2025, high-net-worth individuals (HNWIs) are seeking robust and legal means of transferring assets across jurisdictions. From U.S. citizens investing in European holding structures to Asian families using Caribbean trusts, the options are expanding rapidly. 🔍 Top Vehicles for Cross-Border Transfers Private Placement Life Insurance (PPLI): Offers tax deferral and confidentiality while transferring assets across borders. Offshore Trusts: Jurisdictions like Jersey and the Cook Islands provide legal shielding and generational wealth flow. Dual Residency Foundations: Popular in Switzerland and Malta, offering succession planning flexibility and cross-border banking. Compliance and Transparency These vehicles are not about hiding assets—they're about optimizing transfer with full compliance. Most HNWIs now opt for structures t...