SF International Tax Committee & Estate/Personal Financial Planning Committee: Wealth Management for Foreign Nationals and Expatriates | L2121215

Date :
December 3, 2015 8:30 AM - 9:30 AM
Location :
San Francisco
Facility :
Spott Lucey & Wall Inc CPAs
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Level of Difficulty :
CPE Credits :
CPE 1.00
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Due to the ever increasing globalization of business, there is a large and growing demographic of international and cross border professionals who have a connection in some way to the United States. These people, whether they are foreign citizens living in the U.S., American expatriates, or non-resident aliens with assets in the U.S., have complicated financial affairs, and they often have nowhere to turn for advice on important financial questions. The goal of this presentation is to provide an overview of the cross border demographic, then to examine in detail the most common financial challenges this group faces. Various issues will be described in detail, along with recommendations for best practices and optimal wealth planning. Because of the technical background of the audience, interaction and participation will be welcomed, in an effort to foster an exchange of ideas and a deeper Q&A.


• Better understand the cross border family demographic, and their unique financial situation
• Gain an understanding of some of the most common financial challenges faced by cross border professionals
• Learn various technical and administrative solutions that have been learned over many years of advising international families.
• Share ideas and knowledge with other industry professionals
• Provide opportunity to discuss and ask questions about real-world client cases that audience members have confronting

Major Subjects:

Key wealth management areas to be discussed include:
• Cross border retirement planning
• Employer pensions, 401(k) and other qualified savings accounts
• Options for building worldwide investment programs
• Real estate decisions – for property held in the U.S. and aboard
• Optimal tax planning - U.S. and international
• Banking, currencies, and account administration

Advanced Prep:


Misc. Information:

8:15 am - Registration Opens
8:30 am - Presentation Begins

The meeting will be held in Suite 410
Level of Difficulty:
Field of Interest:
Designed For:
Attorneys, Bankers, CPAs, Enrolled Agents, Financial Planners, Insurance Agents, Real Estate Agents, Professional Staff


Andrew Fisher, CFA, CPA
Andrew Fisher is widely regarded as a leading wealth advisor to cross-border families. He frequently writes and speaks to the unique financial planning and investment complexities faced by international families, particularly when an individual is a citizen or tax resident of the United States. He is also the author of The Cross-Border Family Wealth Guide, a personal financial planning book for internationally oriented families, released in January 2017. With a broad base of experience in international investing, taxation and wealth planning, Andrew enjoys helping clients find creative solutions to complex financial problems. More than having all the answers, he prides himself on being able to identify the most critical financial questions clients face and then build a team of experts to find solutions. Andrew is the president and founder of Worldview Wealth Advisors, an independent wealth management firm advising globally oriented families—both Americans living abroad and foreign citizens living in the U.S. In addition to leading the investment team, Andrew serves as senior client advisor. In this role, he assists families with their complex, multinational affairs, seeking to optimize wealth, which is often located in multiple countries.
No Agenda or Materials posted.