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#79 Advising Across Borders: Navigating Challenges in International Finance w/ Tom Zachystal, President & Chief Investment Manager, Individual Asset Management

#79 Advising Across Borders: Navigating Challenges in International Finance w/ Tom Zachystal, President & Chief Investment Manager, Individual Asset Management

Released Thursday, 18th April 2024
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#79 Advising Across Borders: Navigating Challenges in International Finance w/ Tom Zachystal, President & Chief Investment Manager, Individual Asset Management

#79 Advising Across Borders: Navigating Challenges in International Finance w/ Tom Zachystal, President & Chief Investment Manager, Individual Asset Management

#79 Advising Across Borders: Navigating Challenges in International Finance w/ Tom Zachystal, President & Chief Investment Manager, Individual Asset Management

#79 Advising Across Borders: Navigating Challenges in International Finance w/ Tom Zachystal, President & Chief Investment Manager, Individual Asset Management

Thursday, 18th April 2024
Good episode? Give it some love!
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Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/ 

Tom Zachystal (https://iamadvisors.com/) is Chief Investment Manager at International Asset Management, a U.S. Registered Investment Advisor specializing in financial planning and investment management services for Americans living abroad. Tom has an MBA in Global Management from Thunderbird University in Glendale, Arizona, holds the Chartered Financial Analyst (CFA) credential, and is a Certified Financial Planner™ (CFP™) practitioner. 

In this episode, Brian and Tom discuss:

1. Financial Planning and Tax Optimization for Global Citizens

2. Advising Across Borders: Navigating Challenges in International Finance

3. The Impact of International Regulations on Expatriate Finance

4. Building a Business for Expats

LinkedIn: https://www.linkedin.com/in/zachystal/ 

Website: https://iamadvisors.com/  

Twitter: https://twitter.com/tomatiam 

Article: https://www.forbes.com/sites/forbesfinancecouncil/2024/02/27/six-financial-planning-considerations-for-americans-moving-abroad/?sh=1b7b30c74ddd 

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DISCLAIMER: This content is provided by FourStar Wealth Advisors for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. FourStar is an SEC registered investment advisor that maintains a principal business in the state of Illinois. The firm may only transact business in states in which it has filed or qualifies for a corresponding exemption from such requirements. For information about FourStar's registration status and business operations please consult the firm's form ADV disclosure documents, the most recent versions of which are available on the SEC investment advisory public disclosure website at www.adviserinfo.sec.gov

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