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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FATCA Form 8938

Posted by Cedric Bernier | Sep 11, 2024

FATCA Form 8938

As tax season rolls around, many American expats are coming face to face with their FATCA obligations, and the infamous FATCA Form 8938. While it is not illegal to maintain

US Stock Options for US expats when living in France

Posted by Cedric Bernier | Sep 09, 2024

US Stock Options for US expats when living in France

Are you one of the many American expats living in France with American stock options from a previous employer? If you are looking for US stock options for US expats,

One of our expert financial advisers will aim to get back to you within 12-24 hours.

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