Articles
How Expat Financial Advisors Enhance Cybersecurity and Fraud Prevention
In an increasingly digital world, cybersecurity and fraud prevention have become essential pillars of financial stability, especially for expats with cross-border financial concerns. What once were easily spotted email scams have evolved into highly personalized,...
Italy’s Golden Visa: A Guide for Americans in 2026
Italy has always seduced Americans. The food, the art, the history, and more recently, the opportunity to obtain EU residency through investment. In 2026, Italy’s Golden Visa is one of the most appealing investor visa options in Europe. Unlike similar programs in...
A Guide for High Net Worth Americans Moving to Europe
For high net worth Americans, relocating to Europe involves far more than choosing the right city or buying a home. It’s a complex process that demands detailed planning around taxes, investments, legal compliance, residency, and lifestyle adjustments. Europe’s allure...
Financial Planning and Investing Considerations for Same Sex Couples Moving Abroad
Relocating overseas is a move toward freedom, opportunity, and a new lifestyle. For many LGBTQ+ Americans, especially in the wake of political shifts after the 2024 election, it’s also a move toward greater safety and cultural recognition. But moving overseas comes...
Portugal’s Golden Visa: A Guide for Americans Moving to Europe
Portugal's Golden Visa, launched in 2012, is one of Europe’s most enduring and popular residency-by-investment programs. Reforms over the years have removed real estate and capital transfer investment options from Portugal’s Golden Visa, however the program remains a...
Which Is the Best Golden Visa in the EU in 2026 (Now That Spain’s Has Ended)?
Spain’s Golden Visa program ended in April 2025, closing one of the most popular paths to EU residency (and citizenship) through investment for Americans moving to Europe. The Spanish government believed that the program had distorted the housing market. However,...
The Impact of Trump’s Tariffs For US Expat Investors in the EU
At the beginning of the month, President Trump announced tariffs on countries around the world, including a 20% tariff on imports from the EU. The impact of these tariffs has led to market volatility, as countries affected consider their responses and markets grapple...
Considerations for Americans Investing Overseas in Euros
Americans considering investing in Euros should weigh the potential benefits of exposure to Europe's diverse markets against risks including currency fluctuations, growth potential, and regulatory and tax regime differences. Understanding the intricacies of investing...
How to Invest in the US: A Guide for Europeans
US markets are the largest and most dynamic in the world, offering a wealth of opportunities for investors. If you're a European investor looking to invest in the US, you're in the right place. Whether you're interested in stocks, ETFs, mutual funds, or real estate,...
Does Portugal Have a Wealth Tax? A US Expats guide to AIMI
Unlike some other EU countries that impose a broad wealth tax, Portugal takes a more targeted approach. This means that instead of taxing overall net worth, it levies the Adicional ao Imposto Municipal sobre Imóveis (AIMI), which applies specifically to higher-value...
A Guide to Italy’s Wealth Taxes for Americans Moving to or Living in Italy
For Americans moving to or living in Italy, understanding the fundamentals of the Italian tax system is an essential aspect of financial planning. One particularly important aspect (and one that often surprises US expats) is that Italy taxes real estate and financial...
Greece’s Digital Nomad Visa – A Guide for American Remote Workers
As a US citizen, you can visit Greece visa-free for up to 90 days in a 180 day period on a tourist visa. However, this doesn’t permit you to live and work in Greece. Greece’s digital nomad visa, launched in 2021, allows American remote workers to stay in Greece for up...
Financial Planning Considerations for Americans with a Foreign Spouse Living in Europe
Love is one of the top reasons that Americans move abroad, and it’s no surprise that many expats find themselves navigating the complexities of cross-border financial planning when married to a non-US citizen. Living overseas as an American with a non-US citizen...
Modelo 720 Form for Americans Living in Spain – A Guide
If you're an American expat living in Spain, you’re probably already aware of many of the often complex US and Spanish tax and reporting requirements. One specific requirement that often causes confusion is Spain’s Modelo 720 form, Spain’s equivalent of the US FBAR...
Italy’s Digital Nomad Visa – A Guide for American Remote Workers
With its world-class cuisine, culture, cities, coasts, fashion, and history, and now a newly introduced digital nomad visa, Italy now offers remote workers the chance to live and work in one of the world’s most iconic countries. Italy launched its Digital Nomad visa...