About Frederic Behrens

Frederic Behrens is a Director and Wealth Advisor with Round Table Wealth Management. Read Frederic's Biography >

Top 7 Estate Planning Considerations for US/UK Families

U.S. citizens living in the UK face many obstacles to successfully growing and protecting their wealth. A major concern for many families is estate planning between the two countries. These cross-border financial planning and international tax issues are complex but do not have to be overwhelming. This webinar will address common estate planning issues encountered by American citizens living in the UK and provide an overview of several compliant U.S./UK planning strategies.

By |2022-03-16T19:25:03+00:00February 25th, 2022|In the News, Webinars|Comments Off on Top 7 Estate Planning Considerations for US/UK Families

2022 Financial Planning and Investment Considerations for Law Firm Partners

Presenters will include partner, Bruce Hyde, CPA, MS, wealth advisor, Fred Behrens, CFP® and wealth advisor, Anthony Rosetti, CFA®.  Round Table Wealth Management is a New York based independent registered investment advisory firm founded over twenty years ago and now manages in excess of $1.53 billion of assets.

By |2022-02-25T17:51:05+00:00February 9th, 2022|In the News, Webinars|Comments Off on 2022 Financial Planning and Investment Considerations for Law Firm Partners

Value of Working With a Registered Investment Advisor

Presenters will include partner, Bruce Hyde, CPA, MS, wealth advisor, Fred Behrens, CFP® and wealth advisor, Anthony Rosetti, CFA®.  Round Table Wealth Management is a New York based independent registered investment advisory firm founded twenty years ago and now manage in excess of $1.3 billion of assets.

By |2022-01-24T14:11:32+00:00August 30th, 2021|In the News, Webinars|Comments Off on Value of Working With a Registered Investment Advisor

Wells Fargo U.S. Expat Brokerage Account Closure

At the beginning of 2021, Wells Fargo announced a reduction in service for international clients . The most significant changes are reported to occur on September 30, 2021.The most impacted Wells Fargo customers include U.S. citizens [...]

By |2021-08-25T15:43:16+00:00August 24th, 2021|Blog|Comments Off on Wells Fargo U.S. Expat Brokerage Account Closure
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