Webinar
Globally Mobile Wealth
Thursday, October 8th, 2026
12:00 - 1:00 PM PT/ 3:00 – 4:00 PM ET
For a growing number of American families, life now spans more than one country. The same decision can be efficient in one system and costly in another, and the rules rarely line up.
Andrew Fisher, who leads cross-border planning at Cerity Partners, walks through the arc of a globally mobile financial life, from the residence decisions that begin it to the planning that sustains it.
The session covers second passports and residence by investment, banking and currency across jurisdictions, treaty and drawdown questions in retirement, and estate structures that have to work under two sets of rules.
Featured Panelists:
Andrew Fisher
Cerity Partners
Andrew is the practice leader for Cross-Border Planning and specializes in advising internationally mobile families, including Americans living abroad and foreign professionals living in the U.S. His expertise spans investments, tax planning, global retirement, and estate planning. He is the author of The Cross-Border Family Wealth Guide, a personal financial planning book for internationally oriented families, and he frequently speaks on the complexities and planning opportunities faced by individuals with ongoing U.S. tax filing obligations.