Join us for an informative webinar on wealth management focused on the unique financial planning challenges and opportunities facing individuals and families with ties to the United States, Sweden, and Norway.
Hosted by SACC-DC in collaboration with NorCham USA and regional SACC’s across the U.S., this webinar explores the financial planning challenges and opportunities facing individuals and families with cross-border ties.
Whether you are a U.S. citizen living in Sweden or Norway, or a Swedish or Norwegian national residing in the United States, managing wealth across different tax, legal, and financial systems requires careful coordination. When aligned properly, these systems can create both complexity and meaningful planning opportunities.
In this presentation, Andrejs Pilajevs and Andrew Fisher at Cerity Partners will outline the Top 10 Smart Wealth Moves to help globally mobile families coordinate their financial lives on both sides of the Atlantic. They will cover strategies to reduce tax exposure, invest effectively within cross-border constraints, and structure estate plans that work across U.S., Swedish, and Norwegian frameworks.
Topics include:
• Cross-border tax planning, including residency rules, U.S. filing obligations, treaty benefits, and double taxation risks
• Investing across borders, with coordinated strategies, retirement savings alignment, currency considerations, and treaty-aware planning
• Retirement and pension coordination between U.S., Swedish, and Norwegian systems
• Estate and succession planning across multiple legal frameworks
• Actionable steps families can take before and after an international move
About Cerity Partners
Cerity Partners is a leading, national independent financial advisory firm serving high-net-worth individuals and families, businesses and their employees, and nonprofit organizations across the United States. The firm’s integrated team of tax advisors, financial planners, investment professionals, and retirement plan consultants provides objective, fiduciary advice and oversight. More information is available at www.ceritypartners.com
