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 cross-border financial advisor company. Our fiduciary team provides holistic financial planning for high-net-worth individuals and their families. We also provide investment management for U.S. citizens and green card holders moving to or living in Europe.
Whether you’re planning to retire outside the U.S., move to Europe, or seeking guidance on managing the complexities of international tax compliance, our team is able to support you. As U.S. advisors based in Europe, we offer added value and local insight for your cross-border move. Examples of our planning capabilities for U.S. expats include tax and estate planning for foreign spouses, dual-national children, and multinational families and ensuring compliance with U.S. tax laws like FATCA and PFICs. Additionally, we advise on international tax planning and currency risk management to safeguard your financial future.
Building a plan for your life abroad
We provide our clients with proactive, concrete, and actionable advice grounded in our financial planning process. Our process is fundamentally collaborative; we encourage you to ask questions so that we can build you a financial plan centered around your unique needs and considerations. Whether you are concerned about retirement (standard timeline or early), how to balance wealth management with a very mobile lifestyle, effectively structuring your financial legacy or any number of challenges related to wealth management as an expat, we are prepared to support you. Our team is uniquely comprised of current and former expats, which uniquely positions us to:
Help you collect and structure your financial information
Ensure you have an all-in-one view of your financial life
Distill complexity into a comprehensive plan with clear steps
A Portfolio Customized 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 creates 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 primarily serve U.S. citizens and green card holders living in the countries listed below. But, we do have clients in other countries too. If you do not see your country of residence or interest listed below, we encourage you to write to us at [email protected] to ask about support in your jurisdiction.
Italy
Portugal
Spain
France
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!
