Our cross-border planning team has a deep knowledge of the investment, tax and other financial planning complexities that international families face. You do not have to fly solo on your global journey. Let us be your partner.
The world is more connected than ever, driven by companies importing specialized talent from around the world. Advances in technology have further increased the mobility of today’s workforce, making it even easier to live anywhere in the world. While this offers many benefits, it also introduces many new financial questions, such as:
Very few financial advisors have the experience and expertise to address these questions, but Cerity Partners does. Let us help you create a comprehensive plan that preserves, grows, and protects your wealth no matter where you are in the world.
Wherever you call home, our cross-border planning specialists are here to serve as your advisor, advocate, and sounding board. Our clients include:
Understanding the complexities of living abroad.
You’ll likely face a dizzying array of financial issues when you move across borders, compounded by a litany of new laws and reporting requirements. On top of that, international financial institutions may be reluctant to work with you.
We have vast experience helping expats in similar situations. We’ll help you build a globally diversified plan with an emphasis on tax efficiency and risk management.
Building your internationally portable financial plan.
When you arrive in the U.S., you need a financial advisor who understands the unique challenges of global families, especially when you first encounter the U.S. financial and tax system. It is equally important when you are considering leaving in the future.We’ll help you understand what you need to know and build a financial plan that’s not bound by geography.
Navigating the U.S. financial system.
Perhaps you once lived in the U.S. and left behind some investments, inherited some assets here, or you simply view the U.S. as an attractive place to hold wealth. In any case, you’ve likely experienced significant frustration with managing these accounts from afar.
We’ll use our deep knowledge of U.S. and foreign regulations to ease your frustrations while developing a solid investment plan.
Uncertainty and lack of knowledge can fuel financial missteps as you set up your new household or manage your investments in a different country. Our holistic approach to global financial planning can help you avoid these missteps. We understand the impact location can have on each aspect of your financial life. We’ll help you:
Our cross-border planning team has a deep knowledge of the investment, tax and other financial planning complexities that international families face. You do not have to fly solo on your global journey. Let us be your partner.
Andrew Fisher
Partner & San Francisco Bay Area Market Leader
Internationally mobile individuals often struggle to find an advisor with the expertise to make smarter decisions. Do not be one of them. Put our cross-border experience to work for you today.