About Frederic Behrens

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

Working with a Fiduciary U.S. Expat Financial Advisor

Understanding the qualifications and model of service when receiving financial advice is critical. International financial advisors use different designations and follow different standards of client service. Not all models have the best interest of a client [...]

By |2020-07-06T14:57:45+00:00July 6th, 2020|Blog|Comments Off on Working with a Fiduciary U.S. Expat Financial Advisor

Advanced Financial Planning Strategies for Law Firm Partners

Presenters will include partner, Bruce Hyde, CPA, MS and wealth advisor, Frederic Behrens, JD, CFP®. 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 billion of assets.

By |2022-01-24T14:22:17+00:00June 15th, 2020|In the News, Webinars|Comments Off on Advanced Financial Planning Strategies for Law Firm Partners

International Tax Planning 101 and Mixed-Nationality Marriages

Marriages and families of mixed citizenship and nationality present unique cross-border wealth management issues.  As an international financial advisor, Frederic Behrens addresses several tax disparities between spouses who may be nonresident aliens (NRAs) and U.S. residents/citizens, [...]

By |2020-06-18T13:53:12+00:00March 4th, 2020|Blog|Comments Off on International Tax Planning 101 and Mixed-Nationality Marriages

The Five Most Common Questions Asked by Law Firm Partners Approaching Retirement

Presenters will include partner, Bruce Hyde, CPA, MS and wealth advisor, Frederic Behrens, JD, CFP®. 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 billion of assets.

By |2020-05-06T18:50:36+00:00February 12th, 2020|In the News, Webinars|Comments Off on The Five Most Common Questions Asked by Law Firm Partners Approaching Retirement

Considerations for U.S. Taxpayers with Non-U.S. Pension Plans and Non-U.S. Retirement Accounts

Many American expats or green card holders living in the United States own foreign pension plans and non-U.S. retirement accounts. Participation in non-U.S. pension plans may be mandatory when living in another country and employers often [...]

By |2020-04-14T15:11:01+00:00February 2nd, 2020|Blog|Comments Off on Considerations for U.S. Taxpayers with Non-U.S. Pension Plans and Non-U.S. Retirement Accounts

Planning for a Retirement Abroad

Frederic Behrens, Wealth Advisor, recently published an article about American citizens retiring abroad in Trust & Estates Magazine. Trusts & Estates is the pre-eminent, peer review journal and website for wealth management professionals serving the needs [...]

By |2019-12-18T16:07:39+00:00December 18th, 2019|In the News|Comments Off on Planning for a Retirement Abroad

Financial Planning for Law Firm Partners

Presenters will include partner, Bruce Hyde, CPA, MS and wealth advisor, Frederic Behrens, JD, CFP®. 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 billion of assets.

By |2019-12-05T18:39:46+00:00October 16th, 2019|In the News, Webinars|Comments Off on Financial Planning for Law Firm Partners

American Expat Social Security and Retiring Abroad

Retiring abroad is a popular option for many Americans. Some U.S. expat employees may spend their careers abroad and desire to remain in that foreign country for retirement. Other American expat retirees seek adventure by retiring [...]

By |2019-10-14T17:48:58+00:00October 14th, 2019|Blog|Comments Off on American Expat Social Security and Retiring Abroad
Go to Top