Our clients have unique backgrounds,
what’s yours?
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Americans & US Green Card holders living abroad
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Executives & Professionals on international assignment
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Families with mixed nationalities
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People with dual citizenship
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2nd generation Americans who have never lived in the USA
Americans & US Green Card holders living abroad
The United States has a citizenship-based taxation system. This means that no matter where you live or work, your financial well-being will be influenced by your US passport. There are a few things that Americans living abroad need to take into account when you want to boost your financial well-being.
Investment Review
Due to US FATCA-regulation, many European institutions reject working with Americans for investment related products. Besides this, many American financial institutions won’t accept working with Americans living outside the US.
This means that building your long term investment plan can prove challenging. Yet it is possible.
Tax Filing
Regardless of your location, if you hold a US Passport or Green Card with certain income, you must file an annual income tax return. Depending on your circumstances you might owe Uncle Sam some taxes.
We can bring you in touch with the right specialist.
Executives & Professionals on international assigment
Moving around the world has a great effect on how you can build wealth and how you can invest for retirement.
Investment Review
Executives & professionals who move between countries have noticed that throughout their career many non-American financial institutions reject working with Americans for investment product. This is due to the US FATCA-regulation.
This means that building your long term investment plan and coordinating your company benefits / compensation packages can prove challenging.
Saving for Retirement
Government or employee-sponsored retirement plans are highly unique per country. Some are mobile, others are not.
For professionals & executives on international assignment, we take a holistic look at your retirement and make an inventory of your current plans and your benefits per country.
Families with mixed nationalities
Families in which members hold one or more passports can provide opportunities and challenges. Here are a few things that families with mixed nationalities need to keep into account.
Investment Review
Families where members have both US and other nationalities need to take a close look at their financial challenges & opportunities.
Due to US FATCA-regulation, many European institutions reject working with Americans for investment related products. Besides this, many American financial institutions won’t accept working with Americans living outside the US.
For family members without US-citizenship, there are other opportunities.
Tax Filing
Regardless of your location, if you hold a US Passport or Green Card with certain income, you must file an annual income tax return. Depending on your circumstances you might owe Uncle Sam some taxes.
We can bring you in touch with the right specialist.
People with dual citizenship
Depending on the passports you hold there are investment opportunities & challenges. Especially if you also hold a US-passport, there are things you need to take into account.
Saving for Retirement
Government or employee-sponsored retirement plans are highly unique per country. Some are mobile, others are not.
For professionals & executives on international assignment, we take a holistic look at your retirement and make an inventory of your current plans and your benefits per country.
US Citizenship challenge
If you have both a European and US passport, you will always need to take into account your responsibilities towards the US, regardless of where you live.
This means that building your long term investment plan can prove challenging.
2nd generation Americans who live in Europe
Children of American citizens who were born abroad and are living abroad might be surprised to know they still have obligations to the United States. There are considerations 2nd generation Americans need to take into account:
Investment Review
Due to US FATCA-regulation, many European institutions reject working with Americans for investment related products, even if they hold European citizenship.
This means that building towards your long term investment returns can prove challenging.
Tax Filing
Regardless of your location, or the number of passports you hold, if you have a US passport and have certain income - you must file an annual income tax return.