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Webinar
october-8-globally-mobile-wealth

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.

A recording will not be distributed after the session, so it is worth joining live.

Who you will hear from

FOMG is a private, peer-verified community for family offices and the Domain Experts they trust. 

andrew-fisher

Andrew Fisher
 Cerity Partners

Practice leader for Cross-Border Planning, advising internationally mobile families, Americans living abroad, and foreign professionals living in the United States. His work spans investments, tax planning, global retirement, and estate planning, and he is the author of The Cross-Border Family Wealth Guide. 

Attending

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