Wednesday, December 08, 2021
10:00 AM - 11:00 AM
|TOPIC||U.S./Korean Financial Planning, Investing, Tax, U.S. Citizens, Estate Planning|
KRW 0 for non-members
KRW 0 for members
Noon, Tuesday, December 07, 2021
Frederic Behrens is a Director, Wealth Advisor with Round Table Wealth Management. He is responsible for managing clients and coordinating all aspects of the Investment Management and Financial Advisory services for his relationships. He is experienced in working with high-net-worth individuals and international families.
In particular, Frederic has significant experience working with U.S. citizens living abroad, non-resident aliens, and mixed-nationality families. Well-informed on tax and compliance issues, Frederic authored a widely-cited article on FATCA for the Wisconsin Law Review. He brings significant cross-border tax and international estate planning expertise to his client relationships.
Frederic is a graduate of the University of Georgia (B.B.A., International Business) and the University of Wisconsin (J.D.). He holds the CERTIFIED FINANCIAL PLANNER™ designation. Frederic enjoys cross-country skiing and exploring New York City with his rescue dog.
Steven Giacona is a Partner and the Chief Executive Officer of Round Table Wealth Management. He is a member of the firm's Investment Committee and has over 30 years of experience in advising individuals and families on complex tax and investment matters.
His responsibilities include managing client relationships, developing risk-based asset allocation models, researching and advising on public and private investments, designing business, estate and income tax transactions, overseeing the selection of the firm's investment managers, custodians and related due diligence, and managing the firm's growth. Steven's areas of expertise include non-traditional investors, attorneys, business owners, and international families.