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Residence and Citizenship Planning

US Family Estate Roadmap: Residence, Additional Citizenship, and Cross-Border Planning

Tuesday, 5 May 2026, Online

US Family Estate Roadmap

Henley & Partners, EY, and Summit Trail Advisors cordially invite you to a global webcast providing exclusive insights into navigating cross-border estate planning, alternative residence, and international tax strategy.

This session is designed to walk US families through the key considerations, tax implications, and the structured framework needed to make coordinated, informed decisions. Our panel of experts will share actionable insights on protecting and structuring your family's wealth across borders.

Speakers:

  • Roberto Homar
    Principal and Advisor, Summit Trail Advisors
  • Ali Homayounfar
    Partner, Summit Trail Advisors
  • Marianne Kayan
    Principal and International Private Client Leader (US), EY Private
  • Ez Soleiman
    Director Private Clients, Henley & Partners
  • Dalton Skach
    Associate Director Private Clients, Henley & Partners

Date: Tuesday, 5 May 2026

Time: 11:00 New York • 16:00 London • 19:00 Dubai

Register here

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