​Introduce Someone You Know to EAFA

Many of our clients first hear about us through existing clients.

As a specialist firm serving Americans moving to and living in Europe, much of our growth comes from introductions from clients who know others facing similar cross-border financial questions.

We’re incredibly grateful for the trust our clients place in us and the confidence they show when introducing us to friends, family members and colleagues.

Who might benefit from an introduction?

You may know someone who is:

• Planning a move from the United States to Europe

• Already living in Europe and looking for specialist financial advice

• Preparing to retire overseas

• Navigating investment and retirement decisions across multiple countries

• Unsure how to structure their finances before or after an international move

• Please note that we have a minimum requirement for new clients of $400,000 AUM.

Some of our clients introduce:

• Colleagues relocating through work

• Friends preparing for retirement abroad

• Family members moving internationally

• Members of local American and expat communities

No pressure, simply keep us in mind

We know that financial planning is personal and introductions are built on trust.

If someone comes to mind, either now or in the future, who may benefit from specialist advice, please feel free to introduce us.

We’ll take it from there.

Thank you for your continued trust and support.