Jurisdictional Diversification: Leading Citizenship by Investment Programs for US Families

Henley & Partners and Cerity Partners cordially invite you to a global webcast offering curated insights into the evolving landscape of residence and citizenship planning, covering available programs, investment structures, and the process of obtaining alternative status.

Cerity Partners will address the financial planning considerations that follow, including the US tax treatment of foreign residence, investment structures for cross-border families, and estate planning in a multi-jurisdictional context. 

Henley & Partners will cover:

• Insights into residence and citizenship planning
• Benefits and drivers for alternative residence and citizenship
• Top destinations and why

Cerity Partners will cover:

• US tax implications of establishing foreign residence
• Cross-border investment strategies – holding US and foreign accounts and assets while living or investing abroad
• Tax-efficient structures for families with ties to multiple countries, including treaty planning
• Foreign reporting obligations for US citizens abroad
• Estate and inheritance planning when exposure exists to multiple tax regimes

Speakers:

• Andrew Fisher
  Partner, Cerity Partners
• Andrejs Pilajevs
  Senior Principal, Cerity Partners
• Antonio Alba
  Associate Director Private Clients, Henley & Partners
• Mehdi Malla
  Managing Director Private Clients, Henley & Partners

Date: Monday, 19 May 2026

Time: 15:00 New York • 20:00 London

Register here