Presentation Summary

For a growing number of high-net-worth American families, the question is no longer whether to think globally — it's how.

Interest in second citizenship and residency by investment has surged, driven by a desire for greater flexibility, security, and opportunity across borders. Whether the motivation is retiring abroad, protecting against political or economic uncertainty, or preserving options for the next generation, more families than ever are taking steps toward a truly global life.

But acquiring a second passport or establishing foreign residency is only the first step. For U.S. citizens, these decisions carry significant financial, tax, and estate planning implications — ones that must be addressed in tandem with the citizenship or residency strategy itself.

This webinar brings together two leading firms to offer an integrated perspective on both sides of the equation.

Henley & Partners will cover the global landscape for citizenship and residency by investment — including available programs, investment structures, and what the process actually looks like from start to finish. Cerity Partners will address the financial planning considerations that follow: how the U.S. tax code treats foreign residency, how to structure assets across borders, and how to approach estate planning when multiple jurisdictions are involved.

Henley & Partners

• The shift toward merit- and contribution-based frameworks in European citizenship programs
• Residency by investment — structures, costs, timelines, and what to expect
• The benefits of a second passport: visa-free travel, personal security, and generational flexibility
• How to evaluate and select the right program for your family's goals
• The application and due diligence process — requirements and realistic timelines

Cerity Partners

• U.S. tax implications of establishing foreign residency
• Cross-border investment strategies for families holding U.S. and foreign accounts and assets
• Tax-efficient structures for multi-country families, including treaty planning
• Foreign reporting obligations for U.S. citizens living or investing abroad
• Estate and inheritance planning across multiple tax jurisdictions