What we're about
Gaining Trust
We work hard to become your friendly and approachable, go-to financial planning team. We offer sensible, transparent advice and win our clients’ confidence with honest and knowledgeable guidance that works.
Read more »Our reputation is built by winning trust, but also delivering on our promises. We love working closely with our expat clients, giving sound financial planning advice to leverage wealth and help grow their investment portfolios.
Read more »
How do I know if I need a financial advisor? Have you kept your head in the sand regarding your finances and now your investments are begging for help? There’s…
Navigating the move to France can feel like a labyrinth of unfamiliar rules and procedures. A crucial first step is the immigration process, which grants you legal residence, and opens…
Are you an American expat who recently discovered that HSBC Premier is closing your brokerage account? Since the beginning of 2024, many American expat clients are scrambling to find a…
Many American expats come face to face with the same question: what is a “US person”? In the world of international finance and taxation, the term “US person” can be…
Are you living, or planning to live, in Europe, and wondering when to convert dollars to euros? Are you annoyed with the unfavorable exchange rates and expensive fees? In today’s…
Are you an American expat wondering if IRAs are taxable in France? Many Americans who currently – or are planning – to live in France have previously invested in retirement…
Are you someone who is looking to buy or rent a home in France? If the dream is a home in the French countryside or a Parisian “pied à terre“,…
Have you been asking yourself if I can transfer a 401(k) to France? Many Americans in France face a lot of hurdles when dealing with their American retirement accounts. With…
Are you an accidental American, wondering what are the repercussions of your new found identity? Believe it or not, millions of people around the world are classified as “accidental Americans”,…
The life of professional athletes is often a family affair. Players can be traded to different teams, and will consequently ask their families to move from one city to the…
Leave your email address and we'll be in touch instead.
One of our expert financial advisers will aim to get back to you within 12-24 hours.