US estate tax: the exposure many non-US investors never see coming
A US share portfolio can create estate-planning consequences that are not obvious from the investor’s country of residence.
A journal for the long horizon
The Legacy Briefs is an editorial platform for families and advisers thinking beyond accumulation—towards stewardship, continuity and the shape of a meaningful inheritance.
Explore the briefings →The premise
Legacy is not an event at the end of a life.
It is a living system of intentions, relationships and resources. It needs room to change, a clear centre of gravity, and a view beyond the next reporting period.
Read our point of view →Selected briefings
Clear thinking for the decisions that have no easy rehearsal.
A US share portfolio can create estate-planning consequences that are not obvious from the investor’s country of residence.
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The proper question is not whether wealth will endure—but whether it will remain useful to the people entrusted with it.
The Legacy Briefs — Editorial note
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