Description

There is a large and growing demographic of successful foreign-born professionals coming to America to live and work. Many factors lead people to make the journey - some are young entrepreneurs looking to create a company and build wealth, while others are more experienced and their skills are in high demand in the States.

However, these international knowledge workers are often surprised and confused by the increased complexity of their personal finances upon obtaining US tax residency, as well as by the lack of credible resources to turn to for help and advice. Furthermore, many longer-time residents wonder about the future complexities should they one day decide to depart from the U.S.

In this presentation, we will address the main areas of confusion among these international professionals, answering the most common questions and challenges, and offering an opportunity for Q&A.

Our talk will focus on the following key areas:

• Wealth creation and savings strategies – from 401ks and Roth accounts, to stock compensation through options and RSUs
• Worldwide investment programs designed for global families
• Real estate considerations – property in the U.S. and abroad
• Cross-border tax planning – minimizing taxes and maximizing wealth
• Estate planning and wealth transfer – for families with global assets and exposure to multiple countries

SPEAKERS

Andrew Fisher 
Partner 
Cerity Partners 
afisher@ceritypartners.com

Andrew Fisher is a Partner and Senior Wealth Advisor with Cerity Partners based in San Francisco. He serves as the practice leader for Cross-Border Planning, having long specialized in advising successful cross-border families – both Americans living abroad and foreign professionals living in the U.S. His expertise spans investments, tax planning, global retirement, and estate planning. He is the author of The Cross-Border Family Wealth Guide, a personal financial planning book for internationally oriented families. He frequently speaks about the unique financial complexities and planning opportunities available to international families with ongoing U.S. tax filing requirements.

Libby Dawson
Partner 
Cerity Partners 
ldawson@ceritypartners.com

Libby Dawson is a Partner at Cerity Partners in San Francisco, leading client relationships where there is an international component. She has over 20 years of experience in financial services, working with institutions and high net worth families. She has lived all over the world – including Switzerland and Montreal, so she understands the unique benefits and challenges that go with a cross-border life.

Registration

GABA Members: Free
Non-Members: $25

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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