Partner Services

We are independent financial advisors dedicated to helping Americans moving or living abroad, with a focus on Spain, Portugal, France, Germany, Italy, Belgium, the Netherlands, Luxemburg, Greece, Austria and Sweden. We specialize in cross-border investment advice, however we are often asked about related services such as local and US taxation advice and immigration (visa) services.

We have developed a network of international relationships with specialist partner firms in the countries we serve that offer these services. In some cases, we recommend a joint consultation with both us and them, to discuss tax optimization when investing, for example. However, if you have specific questions relating to their areas of expertise rather than financial planning and investing, please fill out the form below and we’ll connect you directly with the relevant specialist partner.