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Cross-Border Tax and Wealth Planning for Americans Living in Switzerland

Americans relocating to, or already living in, Switzerland face a complex mix of financial and tax challenges across two very different systems. Join advisors from Cerity Partners and Exactio AG for a practical discussion.

Q4 2026 Economic & Market Outlook Webinar

Please join our next quarterly Economic and Market Outlook webinar with Jim Lebenthal, Chief Market Strategist, and Amita Schultes, Partner in our OCIO practice, for a look at how 2026 has developed and our early thoughts on 2027.

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Dustin Ribergaard

Principal & Client Experience Director

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Stephanie Bellisario

Principal & Client Experience Director

Call us to Schedule: (212) 202-1810

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This 30-minute call with me is designed to better understand your unique financial and life goals and match you with the advisor most well suited to help.

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Dustin Ribergaard

Principal & Client Experience Director

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Thank you for your interest in our financial services. We appreciate the opportunity to connect and learn about your financial goals. A representative will be in touch to discuss your financial needs.

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Here are some valuable insights to read before your meeting

Cerity Partners to Welcome the Contant-Leit and Wacht Groups of Shufro Rose & Co., Deepening Its Presence in New York City

September 22, 2026 - Cerity Partners today announced their intention to merge with the Contant-Leit and Wacht Groups of Shufro Rose & Co., two New York City–based wealth advisory…

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…

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…

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