Expat Financial Advice Articles

Our team regularly puts together blog posts about the current market situation or relevant topics.

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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.

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American Guide to French Wealth Tax (IFI)

Posted by Jerome Perkins | Sep 02, 2026

The American Guide to French Wealth Tax (IFI): Is Your U.S. Real Estate At Risk?

You have built a life across two continents. Maybe you own a vacation home in Provence, a pied-a-terre in Paris, or a countryside retreat in the Dordogne. Life in France…

Tax and financial responsibilities for Americans in France

Posted by Jerome Perkins | May 13, 2024

Tax and financial responsibilities for Americans in France

Do you know the tax and financial responsibilities for Americans living in France? Whether the move to France is the accomplishment of a lifelong dream, or just a happy coincidence…

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