Leading Financial Advisors for American Expats
At EAFA, we provide, specialist investment advisory and financial planning services for US citizens living in Spain, Portugal, France, Germany, Italy, Belgium, the Netherlands, Luxemburg, Greece, Austria and Sweden. Financial issues faced by American expats differ from those of US residents in certain very important respects: Investment account selection and management, regulatory and tax constraints on investment products, estate planning, currency transfers and hedging, as well as global investment diversification, are all important considerations for US citizens living abroad. Most US-based financial advisors do not have expertise in these areas and most European advisors are not familiar with US retirement accounts, tax issues, or financial planning considerations. Contact us today to discuss your personal situation with an advisor who specializes in issues that are important to you.
We offer bespoke investment solutions for high net-worth EU citizens and residents in Spain, Portugal, France, Germany, Italy, Belgium, the Netherlands, Luxemburg, Greece, Austria and Sweden seeking professional investment management solutions without lockup periods or surrender charges. We provide investment and fee transparency, access to global investment markets, use of individual stocks, bonds, exchange-traded funds, rather than high-priced mutual funds, and a fiduciary standard of client care.
When moving to a new country as a US citizen, your financial situation changes. Some of the issues expats can face include unanticipated taxation, burdensome US and foreign reporting, closure of US bank or brokerage accounts, currency loss risk, and higher fees. Planning ahead makes for a smooth transition, avoiding unwanted surprises and saving you money. At EuroAmerican Financial Advisors, we are expats ourselves, and we know the right questions to ask and how to optimize your financial transition
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