ADVICE SHAPED BY LIVED EXPERIENCE
ADVICE SHAPED BY LIVED EXPERIENCE
Financial Advice for U.S. Expats, from Expat Financial Advisors
Financial Advice for U.S. Expats, from Expat Financial Advisors
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.
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.
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.
OUR STORY
OUR STORY
We build cross-border financial plans that travel well – no matter where your journey takes you
We build cross-border financial plans that travel well – no matter where your journey takes you
As Americans living abroad and working in wealth management, Scott and Alex had a unique perspective on the problems Americans faced when trying to access financial services overseas. Why was it so hard to get a knowledgeable advisor? Why would no one work with Americans?
As Americans living abroad and working in wealth management, Scott and Alex had a unique perspective on the problems Americans faced when trying to access financial services overseas. Why was it so hard to get a knowledgeable advisor? Why would no one work with Americans?
Facing similar questions themselves and searching for answers, Alex and Scott separately started building practices to address these questions and help Americans living overseas with financial planning and investment management. After meeting at their previous firm, Alex and Scott decided to merge their businesses and form Liberty Atlantic Advisors to specifically help American clients living in Europe.
Facing similar questions themselves and searching for answers, Alex and Scott separately started building practices to address these questions and help Americans living overseas with financial planning and investment management. After meeting at their previous firm, Alex and Scott decided to merge their businesses and form Liberty Atlantic Advisors to specifically help American clients living in Europe.
Our firm is rooted in trying to answer the same questions as our clients, and helping them through the myriad regulations, tax consequences, and financial implications of living in Europe.
Our firm is rooted in trying to answer the same questions as our clients, and helping them through the myriad regulations, tax consequences, and financial implications of living in Europe.
Let’s make a plan, together. ↗
Let’s make a plan, together. ↗
HOW WE WORK TOGETHER
HOW WE WORK TOGETHER
Our Process
Our Process
During the first introductory call (complimentary, of course), we are mostly in listening and learning mode. We’re here to ask questions and learn about your motivations for living or moving abroad, your current financial situation as it relates to both your country of residence and the U.S., and discuss the best way to work together for your long-term financial benefit. Our questions will center around:
During the first introductory call (complimentary, of course), we are mostly in listening and learning mode. We’re here to ask questions and learn about your motivations for living or moving abroad, your current financial situation as it relates to both your country of residence and the U.S., and discuss the best way to work together for your long-term financial benefit. Our questions will center around:
• Whether you are currently living abroad or plan to move abroad
• Whether you are currently living abroad or plan to move abroad
• Your values, such as the parts of life that are most important to you
• Your values, such as the parts of life that are most important to you
• Your current financial profile, including employment information, investment assets, real estate and other assets, other major financial considerations
• Your current financial profile, including employment information, investment assets, real estate and other assets, other major financial considerations
Following that first call, you’ll receive a detailed proposal that draws on key details from our conversation to outline your financial path forward. Your first milestone decision will be whether to work with us, and we remain at the ready to answer any follow-up questions you may have.
Following that first call, you’ll receive a detailed proposal that draws on key details from our conversation to outline your financial path forward. Your first milestone decision will be whether to work with us, and we remain at the ready to answer any follow-up questions you may have.
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.