HOW WE CAN HELP
SOLUTIONS
Americans and US connected persons within Europe have an arduous time when it comes to managing their finances. Requirements of the IRS, FACTA and restrictions on some investments have resulted in many non-US institutions turning away US Expats and US connected persons.
We have partnered with US based custodians together with European investment institutions in order to provide you with
a complete service.
US Retirement Planning
You will undoubtedly have US retirement assets and we can help you in the following areas:
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Overall Retirement Planning
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Analysis of your Employee Benefits Plan
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401k - Qualified Plan Allocation
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IRAs – Traditional, Roth, Simple and SEP IRAs
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US Investments
Whether your US assets are accumulating with a particular goal in mind or simply because you just wanted to save, we can help you achieve a clearer focus on your finances.
We provide:
Brokerage and Investment Advisory Services
Financial Planning advice encompassing, College Planning, Estate Planning, Tax Planning and Management
Long Term Medical Care and Insurance advice
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Non-US Pensions Providers
Although you may be accruing or have accrued pension funds where you are living. Due to your US citizenship most non-US pension providers will not want to assist you at retirement.
We can help you in your country of residence or even after you return to the US on how best to access your pension benefits as tax efficiently as possible.
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Non-US Investments
When living and working outside of the US you need to ensure that your non-US investments are structured correctly as you will still have US tax filing requirements.
With most countries now signatory to FATCA it is vital that investments held outside of the US are tax compliant otherwise there can be serious tax penalties.
We can help you structure your investments held outside of the US so that they are invested in a tax efficient manner and fully compliant.
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