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Andrejs Pilajevs

Senior Principal

Cross-Border Planning

Frequently Asked Questions About Wealth and Tax Planning for International Entrepreneurs

September 24, 2026 - A growing number of international entrepreneurs are building companies that require a presence in the United States. For these founders, the move brings a distinct…

Andrejs Pilajevs, Senior Principal

Andrejs Pilajevs

Senior Principal

Cross-Border Planning

Moving to the UK: The Foreign Income and Gains Regime for US Expats and Returning UK Citizens

February 4, 2026 - In April 2025, the UK replaced the long-standing remittance basis regime with a new foreign income and gains (FIG) regime. The shift moves the UK…

Andrejs Pilajevs, Senior Principal

Andrejs Pilajevs

Senior Principal

Cross-Border Planning

A Comprehensive Guide for U.S. Expats in France

October 28, 2025 - Few countries capture the imagination quite like France. From sipping coffee at a Parisian café to cycling through Bordeaux’s vineyards to retiring under the Provençal…

Andrejs Pilajevs, Senior Principal

Andrejs Pilajevs

Senior Principal

Cross-Border Planning

Portugal for U.S. Expats

July 2, 2025 - This Insight examines the key considerations for U.S. expats considering a move to Portugal, whether as full-time retirees, part-time residents, digital nomads, or investors seeking…

Andrejs Pilajevs, Senior Principal

Andrejs Pilajevs

Senior Principal

Cross-Border Planning

A Personal Finance Guide for U.S. Expats Living in Germany

March 26, 2025 - Living in Germany as a U.S. citizen comes with unique financial challenges. This guide covers key topics, including cross-border planning, investment strategies, retirement accounts, and…

Andrejs Pilajevs, Senior Principal

Andrejs Pilajevs

Senior Principal

Cross-Border Planning

What to Know About IRAs and Roth IRAs When Living Abroad

December 22, 2023 - Navigate IRAs and Roth IRAs for US Expats living abroad with Cerity Partners. Understand tax implications, strategic contributions, and the role of tax treaties in…

Andrejs Pilajevs, Senior Principal

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Dustin Ribergaard

Principal & Client Experience Director

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Stephanie Bellisario

Principal & Client Experience Director

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Here are some valuable insights to read before your meeting

James Lebenthal

Partner & Chief Market Strategist

Economic and Market Outlooks

Video: October 2026 Economic and Market Outlook

October 1, 2026 - In our October outlook, Jim Lebenthal, Partner and Chief Market Strategist, notes that the economy’s three key pillars—GDP growth, strong labor markets, and profit growth—remain…

Uncategorized

Cerity Partners Announces Three New Mergers, Adding Approximately $2.1 Billion in Assets Under Management

October 1, 2026 - We're pleased to announce that Cerity Partners has merged with three outstanding firms—Compass Wealth Management, Cornerstone Capital, Inc., and Echo Wealth Management.

Natalia Tchetchoulina

Partner

Individuals and Families

Donor-Advised Funds: A Powerful and Flexible Tool for Charitable Giving

September 23, 2026 - A donor-advised fund is a charitable giving account established with a sponsoring organization that allows individuals and families to support charitable causes they care about…

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