Andrejs Pilajevs, CFP®, MSFP

Globally mobile families face a kind of financial complexity that traditional advisors aren’t always equipped to handle – US citizens living abroad, foreign citizens building wealth while living in the US, retirees planning a move overseas, executives and entrepreneurs relocating their businesses abroad, and multigenerational families with assets, trusts, and tax exposure spread across several countries at once. Andrejs Pilajevs built his practice to help clients navigate issues associated with such complexity.

As a Senior Principal and International Wealth Advisor at Cerity Partners, based in the Washington, DC area, Andrejs works with ultra-high-net-worth households whose financial lives cross jurisdictional lines: pre-immigration planning for foreign citizens relocating to the US, cross-border tax strategy for Americans living overseas, retirement planning for clients relocating abroad, and multi-jurisdictional trust and estate structures that have to hold up under more than one country’s legal system simultaneously. He also advises successful American families with no immediate plans to relocate, but who see the value in diversifying where their assets are held and in understanding the citizenship and residency options available to them and their children. He has guided families through moves that look straightforward on paper but often involve details that are easy to miss. Having seen these patterns across dozens of engagements, he helps clients avoid the kinds of missteps that come from treating cross-border wealth as a domestic planning problem with a few international wrinkles.

Andrejs holds the CFP® designation and a Master’s of Science in Personal Financial Planning from the University of Georgia and has published on jurisdictional diversification strategy for globally mobile households in the Investments & Wealth Institute’s journal. His clients include foreign citizens building a financial life in the US, US citizens living or planning to move abroad, and multinational families managing wealth across multiple tax and legal regimes. Every family’s circumstances are different, and Andrejs builds customized solutions to meet them.