FPA of Silicon Valley May 2014 Luncheon Meeting 

International Clients & Silicon Valley Financial Advisors: Challenges & Opportunities   

Moderator: Ariadne Horstman, Private Client Specialist, Sensiba San Filippo Financial Advisors, LLC 

Panelists: Dean Smith, Senior Tax Manager, Sensiba San Filippo LLP; Barbara Nesbet, Attorney, The Law office of Barbara Nesbet; Nancy Starr, Owner and Financial Advisor, Starr Capital LLC

Meeting Description

Geography doesn’t limit investing – or financial planning-- and that’s especially true in the Bay Area. Many Silicon Valley financial advisers serve clients with financial and family ties to other countries, including those who were previously living in another country or are now living abroad, who are non-US citizens or married to a non-citizen spouse, or who have other global obligations and investments. In fact, there are so many varied international situations in the Bay Area that it is hard to find families and individuals that will not encounter global financial issues at some point, if they have not already.

Most international conundrums  fall into the tax and estate planning areas, but it’s essential that advisers be aware of them to avoid common pitfalls for their clients, as well as liability for themselves. 

This panel discussion will offer you the highlights of what you need to know. The session will cover some of the more common topics that arise in comprehensive financial planning for a client with a global footprint.  Using specific examples, the panelists will provide a high level overview of some of the legal, tax and personal/cultural ramifications with information on resources for additional in depth education.

1.5 hours CE available pending approval by the CFP Board.

Panelists' Biographies

Ariadne Horstman, is a Private Client Specialist with Sensiba San Filippo Financial Advisors, LLC  in San Mateo who enjoys working with individuals and families with global footprints. She lived and worked for nearly a decade in France, and briefly in Holland, but her financial planning experience began while living in Hyderabad, India. There, she joined a financial services startup and helped establish and design financial planning software while counseling individuals on their finances.  She also advised Indian nationals living and working outside of their native country, many of whom maintain homes and investments in India.  Upon her return to the U.S., Ariadne provided international financial planning consulting services to individuals and organizations, and now offers this expertise to Sensiba San Filippo Financial Advisors, LLC.  Ariadne has served on the Board of the Silicon Valley FPA as Director of Communications, and has written for and been quoted by multiple publications.

Dean Smith, with over 30 years experience in public and private accounting, is a Senior tax manager specialized in creating tax structures for privately held businesses and their owners, structuring inbound and outbound international transactions, and business exit strategies.  Dean works extensively with clients in technology, agribusiness, construction and manufacturing.  He is an expert in tax consequences of M&A, sales of businesses, tax accounting methods and revenue recognition.  In Dean's work with closely held businesses, he spends a substantial portion of his time on international issues for both the businesses and their owners which often have global reach.  Dual payrolls, option out on social security, and other international transactions are part of his daily work in advising start ups, VCs and other non-public Bay Area Businesses.  He is a licensed CPA in the State of California.

Barbara Nesbet, is an attorney based in the West Silicon Valley. She has been a member of the State Bar of California since 1996 and started her own law practice in 2005. She is a member of the Santa Clara County Estate Planning Council and Silicon Valley Bar Association. Her practice focuses on estate planning, trust administration, and probate administration. She also advises not-for-profit organizations and small businesses on succession planning.  Ms. Nesbet has worked with many clients who have property and investments abroad, who are U.S. citizens currently living abroad, and couples who are permanent residents but one or more spouse is not a U.S. citizen. 

Nancy Starr, known as "the expat financial advisor," is both a Registered Representative and Investment Advisor Representative with The Strategic Financial Alliance.  She specializes in providing customized financial solutions to address the needs of U.S. citizens with international exposure. Ms. Starr discovered the intricacies of the expatriate journey first-hand, starting in 1980, when she and her family shared assignments in Japan, Singapore, Australia and Russia. Through these experiences, she developed insights into the complex financial needs of expatriates and their families and now shares that expertise with her clients.  Ms. Starr served as a member of the investment committee of San Domenico School, San Anselmo, California. She currently volunteers as a member of the advisory board for the Global Center for Social Entrepreneurship at the University of the Pacific, Stockton, California

Pricing and Registration
Online Registration is open through Tuesday, May 6th.  At the door registration is available but limited.

Early bird pricing is available through Monday, May 5th:
FPA Members:  $40, Non-Members:  $45

After May 5th:
FPA Members:  $60, Non-Members:  $65

No refunds after May 6th.

Register Now!