Niche Global Clients Capitalizing on the niche of globally oriented families living in the U.S. and abroad, there is a clear sales opportunity to upsell integrated cross-border wealth management, expatriate tax strategies, and retirement planning tailored to multi jurisdiction needs.

Cerity Growth Lever The 2020 acquisition by Cerity Partners signals potential access to a larger shared services platform and client network, enabling cross-selling of investment management and financial planning services to Cerity's broader client base.

Scale Through Hiring With a small team and roughly $150M in AUM, there is a growth opportunity to scale delivery and client service by expanding advisory headcount and service lines, increasing capacity for ongoing wealth management and tax planning for international clients.

Digital Marketing Potential The tech stack including Google Analytics, Google Tag Manager and other marketing tools can be leveraged to run data driven campaigns targeting expatriate and international families, improve lead generation, and showcase global wealth planning capabilities.

Global Expansion Opportunities There is strong demand among U.S. residents and Americans abroad for cross border investment and tax strategies; expanding to additional international markets through partnerships and digital channels could broaden client acquisition.