New York City
American expats around the world face many obstacles when it comes to successfully growing their wealth. Cross-border financial planning issues are complex, but do not have to be overwhelming.
You are exclusively invited to a presentation designed to address the unique investment management and financial planning issues currently facing American citizens living abroad.
Effective investing for American expats requires a deep understanding of tax and reporting rules in multiple jurisdictions. This presentation addresses common issues encountered by American investors living abroad and provides an overview of compliant cross-border financial planning strategies.
Topics to be covered include:
- Building a strategic and tax efficient investment portfolio
- Use of U.S. and non-U.S. retirement accounts
- Currency management
- International estate planning
- College savings
- Planning for families that include a non-U.S. spouse
- Recent U.S. tax law changes
Round Table Wealth Management is a New York based independent registered investment advisory firm that manages over $1.63B in assets. Having extensive experience working with U.S. expat clients, Round Table wealth advisor Frederic Behrens will present on the common issues encountered by American investors living abroad and provide an overview of compliant cross-border financial planning strategies.
Frederic Behrens, JD, CFP®
Senior Director, Wealth Advisor, Round Table Wealth Management
Frederic Behrens is a Senior Director, Wealth Advisor with Round Table Wealth Management. He is responsible for managing clients and coordinating all aspects of the Investment Management and Financial Advisory services for his relationships. He is experienced in working with high-net-worth individuals and international families.
In particular, Frederic has significant experience working with U.S. citizens living abroad, non-resident aliens, and mixed-nationality families. Well-informed on tax and compliance issues, Frederic authored a widely-cited article on FATCA for the Wisconsin Law Review. He brings significant cross-border tax and international estate planning expertise to his client relationships.
Frederic is a graduate of the University of Georgia (B.B.A., International Business) and the University of Wisconsin (J.D.). He holds the CERTIFIED FINANCIAL PLANNER™ designation. Frederic enjoys skiing and exploring New York City.