Hosted by the AABC, Sponsored by Noesis Capital Management
If you hold US retirement accounts, stock options, or investment assets while living in the Netherlands, this event is for you.
The rules governing cross-border wealth are complex, the Dutch tax landscape is shifting, and markets are doing something we've seen hints of before. The AABC and Noesis Capital Management are bringing together experts to cut through the noise on three topics that directly affect your financial life.
In an intimate panel format, an investment advisor from Noesis Capital Management will sit down with a moderator for a frank, focused conversation. The conversation will be supported by visuals, but this is not a lecture — expect a direct, candid discussion focused on the questions Americans in the Netherlands are actually asking.
WHAT WE'LL COVER
US Assets in a Dutch Context
IRAs, 401(k)s, pensions, and stock options don't translate cleanly across borders. We'll walk through how Dutch authorities view these vehicles, what you need to know before making decisions, and where Americans most commonly get it wrong.
Minimizing Box 3: An Investment Strategy Approach
Box 3 taxes your wealth, not your income — which means how your assets are structured directly affects your annual exposure. Noesis will walk through the investment strategies they use to help American clients reduce Box 3 impact without creating new problems on either side of the Atlantic.
AI Stocks and the New Tech Bubble: 2000 vs. Now
The valuations are extraordinary. The excitement is real. But so was the dot-com era. Our speaker will draw direct comparisons between then and now — what's structurally different, what's disturbingly similar, and how to think about exposure in your portfolio.
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Note: This session focuses on investment strategy. For individual tax advice, we recommend consulting a qualified cross-border tax advisor.
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