Leading Financial Advisors for American Expats
At EAFA, we provide, specialist investment advisory and financial planning services for US citizens living in Spain and Portugal. Financial issues faced by American expats differ from those of US residents in certain very important respects: Investment account selection and management, regulatory and tax constraints on investment products, estate planning, currency transfers and hedging, as well as global investment diversification, are all important considerations for US citizens living abroad. Most US-based financial advisors do not have expertise in these areas and most European advisors are not familiar with US retirement accounts, tax issues, or financial planning considerations. Contact us today to discuss your personal situation with an advisor who specializes in issues that are important to you.
We offer bespoke investment solutions for high net-worth European citizens and residents seeking professional investment management solutions without lockup periods or surrender charges. We provide investment and fee transparency, access to global investment markets, use of individual stocks, bonds, exchange-traded funds, rather than high-priced mutual funds, and a fiduciary standard of client care.
We provide corporate educational seminars on personal financial issues which impact US-citizen employees of firms domiciled in the EU. These seminars cover a variety of expat financial planning issues specific to US citizens working in Europe such as: Overcoming regulatory and tax constraints on investment portfolios, using tax-compliant reporting brokers, coordinating US retirement accounts with European pension accounts, investing in multiple currencies, and many others. Programs are customized for your company and can be delivered remotely or in-person.