Financial Planning for Global Living

Go Beyond Cross-Border Tax and Legal Complexity to Location Independence, Financial Freedom and True Life Satisfaction

Jennifer A. Patterson, CFP® (US), CIMA, TEP

What is financial planning for global living?

Whether you are embarking on a short- or long-term overseas assignment, moving for love, are a dual citizen, are considering retiring abroad, or are an advisor to people in any of those situations, Financial Planning for Global Living will give you the insight and practical guidance, and the tools you need, all honed from the trenches. You’ll learn the key dynamics of the community and lifestyle, discover the key technical issues that affect tax and legal complexity, and you’ll learn both the model and the methodology to confidently design a plan that allows you to live, work, play, and make a difference from anywhere in the world while you and your family live a full, financially secure, happy, and well-structured life… across borders.

About the Book

Author: Jennifer Patterson

Jennifer Patterson, CFP®, CIMA®, TEP is a recognized pioneer in cross-border wealth and life design. She has lived overseas over half her life and raised two tri-national kids with her dual-national husband. She is the author of “Financial Planning for Global Living: Go Beyond Cross-Border Tax and Legal Complexity to Location Independence, Financial Freedom and True Life Satisfaction” and “When Families Cross Borders: A Guide for Internationally Mobile People”, which was the first book to address financial planning and wealth management for multinational families, dual citizens and the globally mobile. She contributed to “Living Your Best Life Abroad: Resources, Tips and Tools For Women Accompanying Their Partners on an International Move” and “Expat Women: Confessions-50 Answers to Your Real-Life Questions about Living Abroad”. Jennifer is the founder of Patterson Partners Ltd., an independent financial advisory firm specializing in cross-border tax and financial planning that is known as “the secret advantage” to families with U.S. connections.

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