NON-U.S. INVESTMENTS

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.

We assist U.S. connected persons living in this region to structure their investment planning so that any investments held outside the U.S. irrespective of currency can be held in a compliant and tax efficient manner.