The Trend Towards Global Mobility
Global mobility is no longer a niche concern reserved for a small subset of internationally minded families. Instead, it’s become a central pillar of modern wealth planning, particularly among ultra-high-net-worth (UHNW) individuals seeking flexibility, security and long-term resilience. As geopolitical and economic uncertainty persists, advisors must understand how mobility strategies are evolving and how they intersect with legacy, tax and succession planning.
Global Mobility Trends
Global wealth migration has shifted in an unexpected but meaningful and structural way over the past several years. What was once seen as a way to seek greener pastures has evolved into something largely reactive, driven by political events or tax changes, an…
