Latest / The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
How Family Offices Use Cross-Border Trusts
Episode 148 of The High Net Worth Podcast digs into a complex corner of global wealth planning: cross-border trusts. Lucas and Luna break down a real 2025 case where a Swiss resident with U.S. ties used a foreign grantor trust to sidestep a million-dollar tax hit. They explain the difference between domestic and foreign trusts for U.S. tax purposes, the role of the situs, and why a simple change of jurisdiction can trigger unexpected reporting requirements. The episode covers practical traps like the 3520 and 3520-A forms, the risk of accidentally creating a deferred compensation arrangement…
The skinny
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