We define a Wealthy International Citizen as a Non-U.S. Citizen/Resident of substantial means in their home country, with some economic or personal ties to the U.S. For these individuals, the use of a life insurance policy issued by a U.S. carrier can provide some exceptional benefits. Myerson Wealth specializes in working with Wealthy International Citizens.
Born in South Africa, Richard Myerson, CPA, CLU, ChFC, has a deep knowledge of the relevant customs and procedures necessary to work with Non-U.S residents. From underwriting parameters, to individual eligibility, to other requirements, Myerson Wealth will help you meet your personal and business objectives.
Because we are not attorneys or tax accountants, we work hand-in-glove with our clients’ other professional advisors to implement any recommended strategy.