Why Choose Us

We help U.S. Connected Persons with high quality, specialist, financial planning and investment advice. We partner with you in “joined up thinking”. We’ll help you look at your overall financial picture wherever your assets are in the world through one seamless service.

You may be clear that you’re a U.S. Connected Person; we’ve learned many people are not clear. You’re a U.S. Connected Person if you are:

  • A United States Citizen
  • Born in the United States
  • Born Outside the U.S. of a U.S. Parent
  • Naturalized Citizen
  • Green Card Holder
  • Tax Resident in the U.S.
  • Filing a U.S. Tax Return

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Our Services

You will have a dedicated advisor that works with you and coordinates the services of a U.S. advisor. If you would like, we can also work with you to identify other professional advisors such as tax, estate planning, insurance, mortgages; whatever services are required to ensure all your financial planning needs are met both in Europe and in the U.S.

As a U.S. connected person living and working in Europe, you need to take care of how you structure your financial planning as you have a continued U.S. tax filing requirement. As the member states of the E.U. and Switzerland are signatories of FATCA, any investments held outside of the U.S. must be tax compliant or there could be significant tax penalties.

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You may be a U.S. connected person who is accruing or has accrued pension funds in the country you are currently living. Due to your U.S. citizenship, many European pension providers will not want to deal with you at retirement. This makes accessing benefits very challenging.

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Considering your U.S. assets and plans is an important element in your overall financial planning. We take your entire financial picture into account, or we can tailor the plan to a specific goal or issue.

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In addition to any overseas pension it’s likely you will have U.S. assets allocated for retirement, we can assist you with:

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