Why choose us?
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.
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.
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.
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.
Xandra Pendergrass
Chief Operating Officer
Xandra Pendergrass
Chief Operating Officer
Xandra Pendergrass
Chief Operating Officer
Xandra Pendergrass
Chief Operating Officer
Xandra Pendergrass
Chief Operating Officer
Xandra Pendergrass
Chief Operating Officer
Every member of the Liberty Atlantic Advisors team has two major, shared experiences
Based on this, our process follows a predictable arc similar to that which ensues after receiving a warm, relatable handshake.
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
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
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.
Financial Advice for U.S. Expats, from Expat Financial Advisors
Alex Ingrim and Scott Evans, CFA, MBA, CFP®, met as Americans living and working abroad. The pair bonded easily over shared experiences of being longtime expats, navigating the cross-border financial planning challenges (and the logistical challenges in general) that accompany raising young, dual-nationality children in partnership with non-American spouses outside the U.S.
In speaking about how services for Americans living abroad might be improved, they realized creating a cross-border financial planning practice around their combined personal and professional experiences could provide a uniquely sturdy lifeline to fellow Americans abroad in need of support. Between Alex’s personal experience of living and working in Europe for 15 years and Scott’s background growing up as a third-culture kid and developing an international career in global finance, the potential was realized by creating a company together.
Alex Ingrim and Scott Evans, CFA, MBA, CFP®, met as Americans living and working abroad. The pair bonded easily over shared experiences of being longtime expats, navigating the cross-border financial planning challenges (and the logistical challenges in general) that accompany raising young, dual-nationality children in partnership with non-American spouses outside the U.S.
In speaking about how services for Americans living abroad might be improved, they realized creating a cross-border financial planning practice around their combined personal and professional experiences could provide a uniquely sturdy lifeline to fellow Americans abroad in need of support. Between Alex’s personal experience of living and working in Europe for 15 years and Scott’s background growing up as a third-culture kid and developing an international career in global finance, the potential was realized by creating a company together.
We build cross-border financial plans that travel well – no matter where your journey takes you
Our Story
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.
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.
Alex Ingrim and Scott Evans, CFA, MBA, CFP®, met as Americans living and working abroad. The pair bonded easily over shared experiences of being longtime expats, navigating the cross-border financial planning challenges (and the logistical challenges in general) that accompany raising young, dual-nationality children in partnership with non-American spouses outside the U.S.
In speaking about how services for Americans living abroad might be improved, they realized creating a cross-border financial planning practice around their combined personal and professional experiences could provide a uniquely sturdy lifeline to fellow Americans abroad in need of support. Between Alex’s personal experience of living and working in Europe for 15 years and Scott’s background growing up as a third-culture kid and developing an international career in global finance, the potential was realized by creating a company together.
We build cross-border financial plans that travel well – no matter where your journey takes you
Our Story
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.
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.
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.
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.
Our Process
Meet the Team
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
Our Story
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.
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 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:
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 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.
Liberty Atlantic Advisors 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.
© 2024 All Rights Reserved by Chase Buchanan USA
We build cross-border financial plans that travel well – no matter where your journey takes you
Our Story
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.
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.
Alex Ingrim and Scott Evans, CFA, MBA, CFP®, met as Americans living and working abroad. The pair bonded easily over shared experiences of being longtime expats, navigating the cross-border financial planning challenges (and the logistical challenges in general) that accompany raising young, dual-nationality children in partnership with non-American spouses outside the U.S.
In speaking about how services for Americans living abroad might be improved, they realized creating a cross-border financial planning practice around their combined personal and professional experiences could provide a uniquely sturdy lifeline to fellow Americans abroad in need of support. Between Alex’s personal experience of living and working in Europe for 15 years and Scott’s background growing up as a third-culture kid and developing an international career in global finance, the potential was realized by creating a company together.
We build cross-border financial plans that travel well – no matter where your journey takes you
Our Story
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.
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.
Alex Ingrim and Scott Evans, CFA, MBA, CFP®, met as Americans living and working abroad. The pair bonded easily over shared experiences of being longtime expats, navigating the cross-border financial planning challenges (and the logistical challenges in general) that accompany raising young, dual-nationality children in partnership with non-American spouses outside the U.S.
In speaking about how services for Americans living abroad might be improved, they realized creating a cross-border financial planning practice around their combined personal and professional experiences could provide a uniquely sturdy lifeline to fellow Americans abroad in need of support. Between Alex’s personal experience of living and working in Europe for 15 years and Scott’s background growing up as a third-culture kid and developing an international career in global finance, the potential was realized by creating a company together.
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:
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 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.
We have all lived the expat experience – and most of us are living it right now.
We have all realized a shared passion for serving the person living abroad before the bottom line. We have all realized a shared passion for serving the person living abroad before the bottom line.
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
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
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.
Liberty Atlantic Advisors 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.
© 2024 All Rights Reserved by Liberty Atlantic Advisors
Liberty Atlantic Advisors 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.
© 2024 All Rights Reserved by Liberty Atlantic Advisors
Liberty Atlantic Advisors 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.
© 2024 All Rights Reserved by Liberty Atlantic Advisors