CAPITAL · MARKETS · WEALTH · PERSPECTIVEDiscover more with Perimeter Desk ↗
The Perimeter
Get financial guidance
Menu
What changed? ↗

FOR ADVISORS, STOCKBROKERS & WEALTH MANAGERS

Better informed.
Better prepared.

Turn a topic or headline into a focused client conversation. Bring together the source, the planning questions, and the information you need before recommending a next step.

BUILD YOUR CONVERSATION AGENDA

A more useful client meeting starts here.

Keep this anonymous. Don’t enter client names, account details, or confidential information. Your note stays on this page and is not submitted to us.

THE PERIMETER / MEETING NOTES

Global wealth & mobility

THE SOURCE TO READ

Project Agorá shows how tokenisation can improve wholesale cross-border payments; work will advance to real-value testing

Bank for International Settlements · May 27, 2026 ↗

International wealth questions often cross several professional boundaries at once. Citizenship, tax residence, asset location, account ownership and family circumstances can point to different obligations. A relocation headline cannot resolve those facts.

Discussion priority

Clarify the decision, time horizon and constraints.

Questions to explore

  1. Which jurisdictions have a relevant claim or reporting requirement?
  2. What must be addressed before residency or ownership changes?
  3. Which currencies fund my future spending?
  4. Who coordinates the advice across jurisdictions?

Bring to the conversation

  • Map family residence, asset location and ownership.
  • List upcoming moves, distributions and transactions.
  • Identify specialists in each relevant jurisdiction.
  • Prepare a coordinated timeline before transferring assets.

An educational agenda. Review source material and adapt to the client’s circumstances. Professionals should follow their own compliance and recordkeeping procedures before sharing.

THE PRACTICE BRIEF

Inside the advisory business.

All practice news →

Keep building your practice.

Useful resources for the professional behind the plan.

Practice intelligenceFiduciary duty, fees & client experience →Private company researchFounders, investors & financing rounds →Professional partnershipsDiscuss contributing or working with us →

Make this part of your reading routine.

Choose your interests for future editorial emails. The reader list is open; email delivery is still being prepared.

Choose my topics