What will happen to your wealth and your family, when you’re no longer here?
It’s not an easy question. But it’s one worth answering early.
Estate and legacy planning isn’t just about legal documents, it’s about peace of mind, control, and making sure your wishes are honored.
At Skybound Wealth USA, we help individuals and families plan for the smooth, tax-efficient transfer of wealth, whether across the street or across the globe.
We work closely with estate attorneys, CPAs, and our platform partners to ensure your intentions are documented, structured, and clear.
We also ensure your investments are held in a way that supports those goals, with proper titling, beneficiary designations, and asset location to reduce the tax burden on your heirs.
Most estate plans stop at the border. Ours don’t.
Skybound’s international footprint means we understand how wealth moves globally and how to help families manage inheritance, gifting, and tax exposure across multiple jurisdictions.
Whether your beneficiaries live in another country, or your assets are split between the U.S. and abroad, we bring the cross-border clarity you need.
Skybound Wealth USA is a federally registered investment adviser (RIA) with the U.S. Securities and Exchange Commission (SEC), based in Houston, Texas, and serving clients across the United States and internationally.
Talk To An AdviserWe’ll help review your beneficiary designations and ensure they’re structured in line with your broader legacy plan and advise on how those assets will be taxed.
We’ll help structure your investments to take advantage of current tax law and consider gifting strategies, trusts, or account types that support your estate plan.
We work closely with attorneys tom compose your documents.
Your global estate may be subject to U.S. and local tax. We’ll help ensure your accounts are structured appropriately and introduce legal experts as needed.
Yes. Your legal documents may no longer apply as you intend. We help identify what needs to change and coordinate with professionals to update your plan.
Your estate plan isn’t about death — it’s about control.
Control over what happens, who benefits, and how smoothly that happens when the time comes.
Let’s make sure your financial life is aligned with your legacy wishes.
You can reach us directly by calling us between the hours of 8:30am and 5pm at each of our respective offices and we will immediately assist you.
Copyright © 2021. Skybound Wealth Management USA, LLC. All rights reserved. Skybound Wealth Management USA, LLC is registered with the SEC: CRD 313358. SEC No. 801-121157.
Check the background of this firm on the Investment Adviser Public Disclosure page.
