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Partner
Park Avenue
Client Advisory
Frederic Behrens is a Partner in the New York office, where he provides investment management and financial advisory services for high-net-worth individuals and international families. In particular, he has significant experience working with U.S. citizens living abroad, nonresident aliens and mixed-nationality families. Well-informed on tax and compliance issues, Frederic brings significant cross-border tax and international estate planning expertise to his client relationships.
Prior to joining Cerity Partners, Frederic was a Partner, Wealth Advisor with Round Table Wealth Management. In this role, he was responsible for managing clients and coordinating all aspects of the investment management and financial advisory services for his client relationships.
Originally from Wisconsin, Frederic enjoys sailing, skiing and learning new languages.
Frederic Behrens
Estate Planning
As part of Tax Cuts and Jobs Act of 2017, the U.S. federal estate tax exemption amount increased to approximately $12.92 million per individual or $25.84 million per couple (2023). As a result, many families are no longer subject to federal estate tax due to the high estate tax exemption amounts. However, several individual states […]
Cross-Border Planning
It is increasingly common for individuals living in the United States or U.S. citizens living abroad to receive an inheritance from a non-U.S. person (for purposes of this article a non-U.S. person is defined as someone who is not a U.S. citizen, permanent resident or otherwise considered a U.S. domiciliary resident). Receiving an inheritance from […]
Those living (or soon to be living) in the United States on a green card or U.S employment visa face many financial, tax and legal issues that average American citizens do not. Unfamiliarity with the U.S. tax and legal environment often leads to poor long-term financial planning decisions and costly mistakes. To make cross-border financial […]
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