Does liquidating to cash, market securities held by a U.S. custodian, then transferring cash via wire to an offshore bank meet your needs?Thank you for your replies.
To answer the questions- the thought process is that currently my entire net worth is in the US.
It is possible that I may choose to live elsewhere in the future.
I would like to protect myself against a possibility that I would not be able to move the funds outside the US.
So I am asking if it is possible to have some of my holdings custodied at a brokerage outside the US, while being in full compliance with US laws and regulations, and what the process and costs of such move might be. I hold no other residency or citizenship.
Clearly not an in-kind transfer but the securities remain invested while the cash is liquidated for living expenses/spending.
If liquidation is done in excess of living expenses, the transactions would create a buildup of capital in the offshore bank which could be invested in foreign vehicles.
Statistics: Posted by chassis — Mon Oct 27, 2025 9:32 pm — Replies 9 — Views 577