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 »Expat Financial Advice Articles
Our team regularly puts together blog posts about the current market situation or relevant topics.
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 »
Posted by Jerome Perkins | Aug 26, 2026
Estate Planning for Americans in France: Wills, Succession Law, and Protecting U.S. Assets
You have built something worth protecting. A home in Burgundy, a portfolio built over decades, a retirement income flowing in from the US, and family on both sides of the…