Aird & Berlis Announces New Guide for High-Net-Worth Individuals Navigating International Relocation and Tax Planning

Aird & Berlis is pleased to announce the upcoming release of International Relocation and Tax Planning for High-Net-Worth Individuals: A Legal and Lifestyle Guide for Clients and Their Advisors. This comprehensive resource is designed for high-net-worth individuals, family offices and professional advisors navigating the complexities of global mobility.

This multi-jurisdictional guide, published by Wolters Kluwer, brings together contributions from leading practitioners from more than 48 countries to address the increasingly complex legal, tax and lifestyle considerations associated with cross-border planning and relocation. It was edited by senior tax partner Jack Bernstein, who developed the project in response to growing mobility trends and related inquiries.

In today’s environment with dynamic tax systems, geopolitical uncertainty and evolving regulatory frameworks, international relocation is no longer a simple change of residence. It is a strategic decision that can significantly impact wealth preservation, family governance and long-term financial security. This publication captures and positions relocation as an integrated financial, legal and lifestyle strategy.

The guide provides a practical cross-disciplinary framework to support high-net-worth individuals and their advisors in considering key issues, such as:

• Tax residency, departure tax and cross-border compliance;
• Wealth preservation and estate planning across multiple jurisdictions;
• Immigration pathways, residency options and citizenship considerations;
• Family, succession and governance planning; and
• Lifestyle factors such as healthcare, education, safety and quality of life.

This publication reflects Aird & Berlis’ continued leadership and collaboration in the private client and international tax space, bringing together legal, tax and lifestyle insights into a single, cohesive resource to support clients making complex cross-border decisions.

The official launch will take place in September 2026.