Event Details:

Tuesday, May 20, 2025
11:00 a.m. PT / 2:00 p.m. ET
Live Zoom Webinar + Q&A

Overview:

In today’s increasingly interconnected world, people are thinking more globally — about where they live, how they travel and how they plan for the future. This conversation is designed to bring clarity and calm to a complex and often misunderstood topic.

Join Aspiriant and Henley & Partners for a conversation on how alternative residency and citizenship options are being used by some individuals and families as part of a broader wealth, mobility and legacy strategy.

What You’ll Learn

• Why some individuals and families are exploring second residencies or citizenships
• The difference between residency and citizenship options
• Common misconceptions and general tax considerations
• Popular destinations and programs families are pursuing

Who Should Attend

This event is ideal for individuals and families who:

• Live abroad or plan to in the future
• Have cross-border family, business, or financial interests
• Simply want to understand how these programs work

No prior experience or planning required. This is a space to listen, learn, and ask questions.

Meet the Speakers

Judi Galst
Managing Director Private Clients at Henley & Partners
Judi leads the U.S. Private Client practice for Henley & Partners, a global leader in residence and citizenship planning. She works closely with wealth managers, attorneys and families to explore how alternative citizenship and residency options may support wealth preservation, cross-border planning and long-term mobility. Judi also heads Henley’s New York office and recently launched their Citizenship by Ancestry program.

Jan Vega, CFP^®
Director in Wealth Management, Partner
Jan brings over two decades of experience helping families navigate financial complexity and plan with purpose. As a partner at Aspiriant, she works closely with globally-minded clients to develop integrated financial strategies that reflect their values, goals and cross-border lives. Jan holds multiple advanced credentials and is a trusted advisor to many of the firm’s most internationally oriented families.

About Aspiriant

What sets us apart is our client-first, fiduciary mindset—we are entirely employee-owned, so we succeed only when you do. Unlike many firms, we’re not beholden to outside investors, which allows us to remain aligned with your best interests.