US/UK Philanthropy – How To Make Your Charitable Giving Go Further

American expats around the world face many obstacles to successfully growing their wealth. These cross-border financial planning issues are complex, but do not have to be overwhelming.

A discussion on the current state of capital markets, the macroeconomic environment, and the top concerns facing markets today. The team will also outline their outlook across asset classes and address how the firm is positioning client portfolios for the months ahead.

Dr. Mickey Levy of Berenberg Capital Markets. Dr. Levy will share timely insights on the behavior of today’s economy and performance outcomes.

A discussion on the current state of capital markets, the macroeconomic environment, and the top concerns facing markets today. The team will also outline their outlook across asset classes and address how the firm is positioning client portfolios for the months ahead.

American expats around the world face many obstacles to successfully growing their wealth. These cross-border financial planning issues are complex, but do not have to be overwhelming.

American expats around the world face many obstacles to successfully growing their wealth. These cross-border financial planning issues are complex, but do not have to be overwhelming.

This webinar will discuss the Great Resignation phenomenon and the decisions that many face as they consider retirement.

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.

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.