Financial Planning and Investment Management for U.S. Expats
Financial Planning and Investment Management for U.S. Expats
Financial Planning and Investment Management for U.S. Expats
Financial Planning and Investment Management for U.S. Expats
We specialize in wealth management and tax strategies for U.S. expats, green card holders, and internationally connected individuals. Whether you’re retiring abroad or relocating to Europe for work or personal reasons, our fiduciary team offers personalized, holistic cross-border planning structured for your unique values and goals.
We specialize in wealth management and tax strategies for U.S. expats, green card holders, and internationally connected individuals. Whether you’re retiring abroad or relocating to Europe for work or personal reasons, our fiduciary team offers personalized, holistic cross-border planning structured for your unique values and goals.
We specialize in wealth management and tax strategies for U.S. expats, green card holders, and internationally connected individuals. Whether you’re retiring abroad or relocating to Europe for work or personal reasons, our fiduciary team offers personalized, holistic cross-border planning structured for your unique values and goals.
Wealth Management
Wealth Management
Investment Management
Investment Management
Cross-Border Financial Planning
Cross-Border Financial Planning
Retirement Planning
Retirement Planning
U.S.-registered
U.S.-registered
PEOPLE WHO UNDERSTAND YOUR WORLD
PEOPLE WHO UNDERSTAND YOUR WORLD
A Team that Understands the Needs of the U.S. Expatriate Community
A Team that Understands the Needs of the U.S. Expatriate Community
Liberty Atlantic Advisors is a U.S.-registered firm with an internationally-based team of cross-border financial planners and advisors, each of whom personally has significant expat life experience.
Liberty Atlantic Advisors is a U.S.-registered firm with an internationally-based team of cross-border financial planners and advisors, each of whom personally has significant expat life experience.
3
3
3
Decades of experience in both U.S. and EU planning.
Decades of experience in both U.S. and EU planning.
Decades of experience in both U.S. and EU planning.
Understanding the tax regimes that you live and work in.
Understanding the tax regimes that you live and work in.
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5
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Countries we specialize in.
Countries we specialize in.
Countries we specialize in.
Our team provides financial advice for expats in Italy, Spain, Portugal, France, and Malta.
Our team provides financial advice for expats in Italy, Spain, Portugal, France, and Malta.
100%
100%
100%
Of our team are expats.
Of our team are expats.
Of our team are expats.
Members of our team live and work within the same countries we specialize in.
Members of our team live and work within the same countries we specialize in.
At Liberty Atlantic Advisors, we recognise that selecting a cross-border financial planner requires you to think deeply about your values and goals.
We personally understand that when it comes to cross-border planning, many times the answer to questions is honestly, “I’m not sure,” or “I don’t know.” Sometimes, you may feel emotional giving an answer. To all of that, we say: “That’s OK.”
We personally understand that when it comes to cross-border planning, many times the answer to questions is honestly, “I’m not sure,” or “I don’t know.” Sometimes, you may feel emotional giving an answer. To all of that, we say: “That’s OK.”
We’re committed to being your partner on whatever expat journey you’re on, at any stage.
We’re committed to being your partner on whatever expat journey you’re on, at any stage.
Let’s Start the Conversation—We’re Here to Listen
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SUPPORT FOR WHAT COMES NEXT
SUPPORT FOR WHAT COMES NEXT
Comprehensive and adaptable services to meet your evolving needs
Comprehensive and adaptable services to meet your evolving needs
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.
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.
Cross-Border Planning
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Portfolio Management
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Tax Optimization
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Retirement Planning
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Cross-Border Planning
Cross-Border Planning
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Portfolio Management
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Tax Optimization
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Retirement Planning
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Cross-Border Planning
WHY CHOOSE US?
WHY CHOOSE US?
Financial Advice for U.S. Expats, from Expat Financial Advisors
Financial Advice for U.S. Expats, from Expat Financial Advisors
01 / YOUR EXPAT STORY
01 / YOUR EXPAT STORY
Understanding the complexity
As an American expat, your financial well-being depends on how well you understand and navigate the complexities of U.S. tax law and your country of residence’s tax rules. It’s important to note that struggling or even failing to do so, however, isn’t a reflection of one’s ability to manage their own finances.
As an American expat, your financial well-being depends on how well you understand and navigate the complexities of U.S. tax law and your country of residence’s tax rules. It’s important to note that struggling or even failing to do so, however, isn’t a reflection of one’s ability to manage their own finances.
02 / YOUR EXPAT STORY
02 / YOUR EXPAT STORY
Part of your support team
Instead, we encourage people to think of cross-border financial planners as part of your expat support team. Just as you may have organized your move with an immigration attorney and connected with expat and foreign tax filing specialists, cross-border financial planners also have a role to play in supporting the logistical framework of your expat life.
Instead, we encourage people to think of cross-border financial planners as part of your expat support team. Just as you may have organized your move with an immigration attorney and connected with expat and foreign tax filing specialists, cross-border financial planners also have a role to play in supporting the logistical framework of your expat life.
03 / YOUR EXPAT STORY
03 / YOUR EXPAT STORY
Finding the right fit
Whether or not our team is a fit for you is an important decision only you can make, and we are committed to clarifying and supporting you in doing what feels best for you from the moment we meet.
Whether or not our team is a fit for you is an important decision only you can make, and we are committed to clarifying and supporting you in doing what feels best for you from the moment we meet.
What Working Together Looks Like
What Working Together Looks Like
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ACROSS BORDERS. CLOSE TO HOME.
ACROSS BORDERS. CLOSE TO HOME.
The 5 Countries Where We Can Best Support You
The 5 Countries Where We Can Best Support You
Italy
Spain
Portugal
France
Malta
LET’S LOOK AHEAD
Schedule a complimentary financial consultation
Schedule a complimentary financial consultation
PERSPECTIVES ACROSS BORDERS
PERSPECTIVES ACROSS BORDERS
In the Press
In the Press
In the Press
Explore Our Resources ↗
Explore Our Resources ↗
Seattle Times
LET’S LOOK AHEAD
Your next chapter
starts with a
conversation.
Your next chapter
starts with a
conversation.
Bring your questions, your ambitions, and your plans for life across borders.
LET’S LOOK AHEAD
Your next chapter
starts with a
conversation.
Bring your questions, your ambitions, and your plans for life across borders.