Help your relocating executives prepare
A move to California can bring new assets, equity awards, benefits, and family responsibilities into a plan built for another country. Your relocation program may address immigration, tax, and the move itself, while leaving personal emergency and estate planning to the employee. That is a reasonable boundary for the program, but it can leave valuable people and their families exposed while their safety net is on the other side of the world.
It also leaves you exposed to the scramble of trying to assist - when you have no authority and limited resources to support the personal emergency management.
Mobility Shield offers a fixed-price way to provide your executives an easy way to identify the gaps, understand which questions need legal or tax advice, and get the right plan underway. We can work directly with an individual or discuss offering the service as part of your support for relocating employees.
When an emergency has already happened
If a foreign employee in California becomes seriously ill or incapacitated, your mobility, HR, legal and finance teams may be asked to help a family that is far away and unsure where to turn.
We provide practical coordination on the ground, working with the family, their advisers, and, where needed, our network of licensed California fiduciaries and local care and home support providers.
If your team is trying to help a family through a medical emergency or a death in service, contact us to discuss what support is needed and who has authority to act.
Looking for support for yourself or your family?
Licensed by the Professional Fiduciaries Bureau (PFB)
PFB is governed by the California Department of Consumer Affairs
Nationally Certified Guardian
Member of the Professional Fiduciariy Association of California (PFAC)
Member of the National Guardianship Association (NGA)
