Understanding Financial Vulnerabilities

Overview

Every family faces risks - but expat families face a few more. From health and income shocks to cross-border paperwork and guardianship questions, uncertainty can derail plans when you least expect it. This interactive workshop with Max Gerstein from Skybound Wealth helps you recognise the vulnerabilities that matter and build a simple plan to protect what’s most important.

What You’ll Learn

Practical steps for improving your family’s financial wellbeing, including how to:

• Protect your family from life’s “what-ifs” - prepare for health, life, or income shocks so day-to-day life stays stable.
• Avoid cross-border pitfalls - understand residency moves and their impact on pensions, tax, and investments.
• Reduce conflict and inaction - align decisions as a family and move from “we’ll do it later” to done.
• Put the right paperwork in place - ensure guardianship, wills, and legacy wishes are clear and compliant.
• Build resilience - create a flexible plan that adapts as careers, locations, and priorities change.