Cross-Border Wealth & Global Real Estate

Thursday, March 26, 2026 | 4:00 PM – 6:00 PM PT
San Francisco, CA

Join us for a conversation on cross-border wealth planning and global real estate trends.

Hosted at the Withers office in San Francisco, this gathering brings together family offices, advisors, and professionals working with globally connected families to explore how assets are being structured across jurisdictions and how families are navigating a shifting international landscape.

The discussion will touch on topics such as non-resident taxation, jurisdictional diversification, and the role of global real estate in today’s economic and political environment. Following a moderated panel discussion, attendees will have the opportunity to continue the conversation during informal breakout discussions with the speakers and fellow guests.

Andrew Fisher is a Partner and Senior Wealth Advisor with Cerity Partners in San Francisco, where he leads the firm’s Cross-Border Planning practice. He advises internationally mobile clients, including Americans living abroad and foreign professionals living in the United States. His work spans investment management, tax planning, global retirement strategy, and estate planning. Andrew is the author of The Cross-Border Family Wealth Guide and frequently speaks on the financial complexities and planning considerations associated with U.S. tax obligations across jurisdictions.

Ken Dara is a real estate advisor specializing in luxury property markets across the San Francisco Bay Area and Marin County. He works closely with individuals and families navigating both local and international real estate opportunities, offering guidance on acquisitions, relocations, and strategic property investments. Through his affiliations with Engel & Völkers Private Office and REALM Global, Ken provides clients access to an extensive global network and market insights across major international cities. His approach emphasizes discretion, market expertise, and a highly personalized advisory experience.

Community Event

Cross-Border Wealth & Global Real Estate

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