Qualified Advisors

Strategic Financial Planning

Legislative changes around the world that have increased financial transparency between countries (CRS – Global, FATCA – US, IFI – France, Offshore Fund – UK). It is more important than ever to have a clear financial plan, taking into account assets across multiple jurisdictions.

Tax Treaties, Planning & Reporting

Understanding tax treaties for US citizens residing abroad can create significant advantages, as well as pitfalls. Tax treaties need to be incorporated into any financial plan. It is also essential to know the proper reporting of all assets, including those in foreign countries, to meet US tax requirements.

Currency Management

Currency exposure and volatility has to be incorporated into any international financial plan. Failure to understand currency risk can lead to gains being mitigated, if a complete currency plan for a portfolio is not implemented.

Estate Planning

With each country applying different rules, estate planning requires detailed knowledge of the relevant structures and circumstances, including the underlying investments. Otherwise, families can get hit by an increase in tax in both the local jurisdiction and in the United States.

As an American in Europe it's increasingly important that your advisors are properly qualified in each of their jurisdictions, as wells being experts in international taxation. Our partners are regulated by the SEC in America, the FCA in the United Kingdom and the CNMV in Europe. With that expertise behind us, we can provide a range of important services:

For more information

For a more comprehensive article on cross-border planning and reporting, please click here: GUIDE