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…
Keeping it simple
We cut through the complexity of managing finances overseas by avoiding jargon and obscure industry terms. Instead we prefer familiar, reassuring language, and simple financial planning solutions that make sense to everyone.
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Posted by Jerome Perkins | Sep 04, 2025
Moving Your Retirement Account Overseas: What Every US Expat Needs to Know
Relocating abroad is an exciting adventure, but for many Americans, one question looms large: what happens to my retirement accounts if I move overseas? Whether you have a 401(k), IRA,…
Posted by Jerome Perkins | Jul 07, 2025
Moving to Bordeaux as an American: Guide for a Successful Relocation
Thinking of moving to Bordeaux as an American? Bordeaux is more than just vineyards and charming streets. It is a beautiful city located in the Aquitaine region of south-west France,…
Posted by Ryan Frost | Jan 14, 2025
Is there a way to avoid French inheritance taxes?
Are you an American considering the move to France, but looking for a way to avoid the steep French inheritance tax? An effective solution is Monaco, and its very favorable…
Posted by Jerome Perkins | Nov 12, 2024
Can Americans move to France?
Are you wondering if it’s possible for Americans to move to France? The answer is…yes! While it’s wise to be aware of the risks and challenges associated with moving overseas,…
Posted by Jerome Perkins | Aug 26, 2024
Moving to France: The essential immigration guide for American expats
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…
Posted by Jerome Perkins | Jul 08, 2024
Moving to France: Buy or rent a home in France
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“,…