Events

Upcoming In-Person Event: Complimentary 1:1s in Porto, PT

The best wealth management firms put you first…

…which is why we’re happy to come to you! Every year, Chase Buchanan USA organizes and participates in various educational events throughout Western Europe. These events are designed for members of the U.S. expat community, often in collaboration with trusted partners who support the U.S. expat community more broadly. At these events, our cross-border financial advisors lend their expertise on topics ranging from the best cross-border financial planning practices broadly speaking to the even more complex considerations that accompany high net worth financial planning.

We are also pleased to offer 1:1 consultations through complimentary events organized through Eventbrite. Please follow our account to stay up-to-date on where we’ll be next!

Curious to learn more about where we work? Check out our FAQ page, which details just a few of the countries we specialize in offering U.S. expats tailored private wealth management services.

Have a pressing question that can’t wait? Write to us at [email protected].

Webinars

Our team frequently participates as expert contributors and panelists on webinars providing financial planning advice that addresses the unique needs of Americans living abroad. As you’ll see, questions related to financial planning often crop up in conversations around international real estate and moving aborad more broadly. By participating in these webinars, U.S. expats gain invaluable insights into cross-border financial strategies, tax planning, and wealth management.

Below, you can explore our library of recent webinars to stay informed, grow your understanding of cross-border financial planning strategies, and refine any questions you may have for our team. No matter where in the world you reside, you’re welcome to reach out to us with questions at any time.

France

Portugal

Italy