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$6 trn
UBS Group invested assets
As of 12/31/2024
Get the advice you need
Retiring abroad may be a dream come true for many Americans, but it may come with unforeseen financial consequences.
Today, U.S. citizens residing overseas may find it more challenging to find a qualified financial services firm to meet their needs. Both U.S. and foreign governments are currently seeking increased transparency of assets held abroad by their residents and are requesting better communication with one another. To address these concerns and promote cross-border transparency, the U.S. has entered into Intergovernmental Agreements (IGAs) with certain foreign governments under the Foreign Account Tax Compliance Act (FATCA). The U.S. has requested to receive and has agreed to share financial information on assets held offshore automatically or upon request.
What you need to know
If you are a U.S. citizen living overseas, your financial services firm may ask you to close your account in your resident country. Edward Mirsky understands the issues and has the financial insight and experience, combined with the resources of UBS, to help you navigate any challenges with this transition. He can help you take the necessary steps to comply with these reporting requirements so you can continue to plan for the future.
For more than 20 years, Edward Mirsky has been helping clients transition to retirement overseas. He'll make sure you understand the facts and have all the information you need to make well-informed decisions.
Senior Vice President–Investments
Financial Advisor
As a financial advisor at UBS, I provide financial planning and investment advice to individuals, corporate organizations and governments with a particular focus on sophisticated and complex needs involving clients with a global presence. I have the following qualities: Good communication skills, A proven record of acting for the best interests of the investor, Possess extensive financial knowledge and experience, I am registered as a financial advisor with the necessary authorities, Trustworthy, and Objective. Most importantly, I am in touch with the financial needs of the investor.
Education
Senior Vice President–Investments
Financial Advisor
As a financial advisor at UBS, I provide financial planning and investment advice to individuals, corporate organizations and governments with a particular focus on sophisticated and complex needs involving clients with a global presence. I have the following qualities: Good communication skills, A proven record of acting for the best interests of the investor, Possess extensive financial knowledge and experience, I am registered as a financial advisor with the necessary authorities, Trustworthy, and Objective. Most importantly, I am in touch with the financial needs of the investor.
Education
Support and resources
Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.
Learn how you can get involved and make an impact through the UBS Optimus Foundation.
The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.
$6 trn
UBS Group invested assets
As of 12/31/2024
51 countries
Our global footprint
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