Global Mobility as a Core Wealth-Planning Strategy
Join Ashley Murphy, Founder and Executive Director of GFPI, and Mehdi El Kadiri, President of Global Citizen Solutions, for a practical conversation on residency, citizenship and jurisdictional optionality as emerging components of international wealth planning.
Speakers
Ashley Murphy, CFP® GFP Fellow, is a tri-citizen of the USA, Australia and the UK. Ashley is the founder and Principal of Arete Wealth Strategists Australia, a fee-only financial planning and investment management firm for Australian/American expatriates in the United States and Australia.
From 2014 - 2017, Ashley taught in the CFP programs at UC Berkeley Extension and Golden Gate University. He served as a Knowledge Circle host for the Financial Planning Association's International and Cross-Border Knowledge Circle (2017 - 2019), and is a regular conference speaker. He holds a Graduate Diploma in Financial Planning in Australia making him one of the few financial advisors qualified in multiple countries. Ashley has been quoted in the Wall Street Journal and profiled in Financial Advisor Magazine.
Ashley lives with his wife Eliza, and daughters Elise & Jasmine in Minneapolis, MN. He enjoys cycling, reading and world travel. He is a futurist with interests in architecture, renewable energy and demographics.
Mehdi El Kadiri is president of Global Citizen Solutions (GCS), where he leads the firm’s global commercial strategy, international expansion, institutional partnerships, and government advisory activities. Kadiri has more than 20 years of experience spanning investment migration, wealth management, institutional banking, and international business. He has built and led businesses across North America, Latin America, Europe, the Middle East, and Africa. Before joining GCS, he held senior executive and managing partner roles in the investment migration industry, overseeing multimarket operations, commercial growth, governance, and relationships with governments, institutional partners, and ultra-high-net-worth clients. Earlier in his career, he held senior roles in private banking, institutional investments, commercial banking, and wealth management. At GCS, Kadiri focuses on accelerating global growth, strengthening relationships with strategic intermediaries and institutional partners, and expanding the firm’s government advisory platform across citizenship, residency, investment, and global mobility initiatives.
About this webinar
International clients are increasingly making decisions not only about where to invest, but also where to live, establish businesses, educate their children, retire and create long-term options for their families.
In this GFPI Monthly Webinar, the GFP Institute is joined by Mehdi El Kadiri, President of Global Citizen Solutions, for a practical discussion on the growing role of residency, citizenship and jurisdictional planning in international wealth management.
Together, they will explore why global mobility has moved beyond traditional immigration planning and is becoming an important consideration in broader financial-planning conversations. The session will examine how residence and citizenship strategies can intersect with investment planning, tax and estate considerations, family governance, education planning, business continuity and long-term risk management.
The webinar will also help financial planners understand:
- The distinction between legal residence, tax residence, permanent residence, residency-by-investment and citizenship pathways.
- Why affluent and internationally mobile families are seeking greater jurisdictional optionality.
- The practical factors that should guide jurisdiction selection, beyond simply comparing visa or investment programmes.
- The global mobility trends and jurisdictions attracting interest from high-net-worth and ultra-high-net-worth clients.
- Client circumstances that may signal a need for specialist global-mobility advice.
- How financial planners can collaborate effectively with immigration, legal, tax, private-banking and global-mobility specialists.
Rather than beginning with a passport or programme, the discussion will focus on the more important question: where does a client want their family, wealth and business to have options over the next 5, 10 or 20 years?
This webinar is designed for financial planners, wealth advisers, tax professionals, lawyers, private bankers and family-office professionals working with internationally connected clients.
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