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American living in Europe? Here's why you need a financial advisor


Alex Ingrim, MCSI


May 17, 2022


08:21 PM

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If you are an American living in Europe you may benefit greatly from financial and wealth management across borders. This article addresses a few important questions I believe you should ask a potential financial adviser or banker before starting a new relationship:

  1. What is your experience with American clients and helping them overcome the unique challenges they face?

  2. How do you address the issue of Passive Foreign Investment Companies (PFICs) in your investment portfolios?

  3. Can you provide the US tax reporting that I need for my portfolio?

  4. What is your expertise or knowledge of the Tax Treaty between the US and my country of residence?

  5. Are you a fiduciary?

Advising Americans abroad is complicated with many moving parts. As a result, it can require specialist knowledge, not just of the US system, but also the country where you live. Make sure your adviser understands the importance of making sure any investment product is suited for US connected clients.

Note: Registration as an investment adviser does not imply a certain level of skill or training and does not imply endorsement by the Securities and Exchange Commission (SEC) or any state. No promises or guarantees are offered that you will attain your financial or investment goals or objectives.)

Reach out for a free initial consultation or with any questions.

Chase Buchanan provides unbiased financial solutions across many jurisdictions to both private and corporate clients. We provide impartial wealth management and tax solutions to clients from many walks of life, locations and nationalities

Advisory services in the United States are offered and provided through Beacon Global Advisor Network, LLC, a registered investment adviser.

Connect with Alex today to discuss your personal situation and understand how to best move forward to manage your wealth.

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