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Biography

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.

Learn more about my practice.

Education

  • B.B.A in International Business from the University of Georgia
  • J.D. from the University of Wisconsin

Highlights

  • CERTIFIED FINANCIAL PLANNER®
  • Author of a widely cited article on the Foreign Account Tax Compliance Act for the Wisconsin Law Review journal
  • Treasurer and board member of Swiss Center of North America

Latest Insights

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Michael B. Fischer and Frederic Behrens

Partner

Individuals and Families

What Is New York’s Estate Tax Cliff?

Early estate planning is recommended because of a provision called the “New York estate tax cliff” that can lead to significantly increased taxation when estate values pass a certain threshold.

Frederic Behrens

Partner

Individuals and Families

Receiving an Inheritance From Abroad: Special Considerations for U.S. Taxpayers

Under most circumstances, inheriting assets is a complex process. It becomes even more intricate when it involves a non-U.S. person or international component (nonresident alien) and/or a foreign legal jurisdiction.

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Dustin Ribergaard

Principal & Client Experience Director

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Stephanie Bellisario

Principal & Client Experience Director

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Principal & Client Experience Director

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Here are some valuable insights to read before your meeting

Daniel Nolan

Partner & Vice Chairman

Incentive Stock Options

How Executives Can Mitigate Single-Stock Risk With Tax Efficiency

August 18, 2026 - For executives of public companies, a large source of wealth is derived from stock options, performance shares, restricted stock, and other stock-based compensation. In these…

Individuals and Families

California’s 2026 Billionaire Tax: What Ultra-High-Net-Worth Families Need to Know—and Strategies You Can Still Use

August 11, 2026 - California has placed a one-time wealth tax before its voters. If you have a net worth approaching or exceeding $1 billion and any connection to…

James Lebenthal and Amita Schultes

Economic and Market Outlooks

Webinar Recording: Q3 2026 Market & Economic Outlook

July 24, 2026 - Join our Investment Office as they review key market trends from the second quarter and share their outlook for the remainder of the year. This…

Learn about our Privacy Policy

By submitting the form, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.