Top 10 Smart Wealth Moves for Globally Mobile Families

Description

Please join us for a web presentation focused on the unique financial planning opportunities and challenges facing international families with strong connections to the United States. 

Whether you are a U.S. citizen living abroad, or a foreign national residing in the United States, managing wealth across separate financial, tax, and legal systems requires careful coordination. When combined, these systems can create both meaningful complexity and valuable planning opportunities. 

In this presentation, we will outline the Top 10 Smart Wealth Moves to help globally mobile families align their financial lives on both sides of the Atlantic. We will discuss strategies for minimizing tax exposure, investing effectively within cross-border regulatory constraints, and structuring estate plans that respect U.S. and international legal frameworks. 

Topics will include: 

1. Cross-border tax planning

2. Investing with confidence across borders

3. Retirement and Pension coordination

4. Estate and Succession planning clarity

5. Actionable strategies 

SPEAKERS

Andrew Fisher 
Partner 
Cerity Partners 
afisher@ceritypartners.com

Libby Dawson 
Partner
Cerity Partners
ldawson@ceritypartners.com

Registration

GABA Members: Free

Non-Members: $20

Please register via Eventbrite.

ABOUT CERITY PARTNERS

Cerity Partners is a leading, national independent financial advisory firm serving high-net-worth individuals and their families, businesses and their employees, and nonprofit organizations from its offices across the country. The firm's in-house experts of tax advisors, financial planners, investment professionals and retirement plan consultants are passionate about and committed to providing objective financial advice and oversight. Additional information can be found at www.ceritypartners.com.

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