Mobility Shield™

When your life crosses borders, your protection plan needs to work across them too.

You’ve made the move. What happens if something goes wrong?

You’ve taken the new role, moved across borders, and started building a life here. Your family may still be settling in. You’re working, travelling, and managing ties to more than one country.

Then an emergency happens. Who can step in - and do they have the authority they need to act?

Most people assume their spouse could handle it. But are your accounts jointly held? Is there a financial power of attorney? A healthcare directive that works where you now live? Do you have an Estate Tax exposure? Would your family know which advisers to call, where your documents are, and what needs attention in another country?

These questions are easy to put off when everything is going well. Mobility Shield™ helps you answer them before your family has to.

I spent 20 years helping companies manage international assignments and advising executives on cross-border tax and matters. I made five international moves myself. I know how much gets organized for an assignment, and how much is quietly left to the person moving.

As a California Licensed Professional Fiduciary, I now help families plan for and manage the personal emergencies that relocation programs rarely cover.

Mobility Shield™

A plan.
In place.
(Just in case.)