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Chat with Matt DiFrancesco: Planning For Multi-Nationality and What We've Learned

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Patterson Partners Ltd.
Chat with Matt DiFrancesco: Planning For Multi-Nationality and What We've Learned
32:01
 

In this episode, Jennifer joins Matt DiFrencesco to chat about some issues facing your finances (and your life) when you move out of the country. The duo dive into how your planning might change in regards to dual or tri citizenship status and how to keep everything on track to reaching your goals. 

Jennifer discusses:

  • The journey that led to Patterson Partners Ltd and her passion for working with expats
  • The challenges of "goal setting"
  • How financial planning changes when you cross borders
  • Challenges that families face as a result of changing citizenship 
  • The process that Patterson Partners Ltd uses to assist families navigate the challenges in moving out of the country
  • And more

 

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