What Advisors Miss When Working With Foreign-Born Families

With over 45 million foreign-born individuals in the U.S. today, investment advisors have a significant opportunity to serve clients facing unique financial challenges. These clients often navigate complex issues stemming from ties to multiple financial systems, cross-border regulations, and cultural differences in how wealth and financial planning are approached.

This session will equip you with both the cultural competencies and technical knowledge needed to build trust and establish successful relationships with foreign-born clients. Whether you're looking to deepen existing client relationships or expand your practice to better serve this growing demographic, you'll leave with actionable insights to provide more comprehensive, culturally informed financial guidance.

Learning Objectives:

1. Identify the unique financial and cultural challenges faced by foreign-born families in the U.S., particularly those on work visas.
2. Explain key cross-border regulations and technical issues, including FATCA and foreign guardianship requirements.
3. Develop relationship-building strategies that foster trust and successful long-term partnerships with foreign-born clients.