We guide Americans through the financial complexities associated with living outside of the U.S.
U.S. Financial advisors in Europe serving the U.S. Expat community
Chase Buchanan USA is a U.S.-registered firm providing holistic financial planning and investment management for U.S. citizens and green card holders moving to or living in Europe.
We advise U.S. taxpayers with cross-border financial planning considerations on:
- How to retire outside the U.S.
- How to move to Europe, with added value brought by our U.S. advisors based there
- Compliance with U.S. tax laws (e.g., FATCA, PFICs)
- Tax and estate planning related to foreign spouses, dual-national children, and multinational families
- International tax planning
- Currency risk management and mitigation
Retirement planning
TAX optimization
Investment management
FINANCIAL PLANNING
Building a plan for your life abroad
We provide our clients with proactive, concrete, and actionable advice that is grounded in our financial planning process. We encourage you to ask questions so that we can build you a financial plan centered around your unique needs and considerations – be they retirement (standard timeline or early), a very mobile lifestyle, college expenses, healthcare, long-term care, and/or charitable giving.
We help you collect and structure your financial information.
We ensure you have an all-in-one view for your financial life.
We distill complexity into a comprehensive plan with clear steps.
A Portfolio built for you
Investing while living abroad is very different from investing while living in the U.S. Our investment portfolios are designed for the unique needs of expats and take into account your financial planning goals, risk tolerance, and the tax considerations between both the U.S. and your current tax jurisdiction.
Our team has the ability to create bespoke investment portfolios to align with the best tax and investment outcomes for your jurisdiction and circumstances – without moving your assets out of the U.S.
Individual stock portfolios
Government bonds
Private investments
Where do we work?
We serve U.S. citizens and green card holders living in the following countries. Learn more about where we work by visiting our FAQ page!
Italy
Portugal
Spain
France
Don’t see your country of interest? Write to us at [email protected] to ask about support in another jurisdiction.
where we’ve shared our insight
Moving abroad, living in Europe long-term, and managing cross-border finances as a U.S. expat are topics we could talk a journalist’s ear off about – and have!
