Moving to France?
Master Your Cross-Border Finances Before You Pack.
Get personalized, 1-on-1 guidance to optimize your US & French taxes, protect your wealth, and make your transition seamless.
Book Your Financial Planning Session
What We Cover in Your Session
✔ Cross-Border Tax Optimization:
Harness the US-France Tax Treaty to minimize your tax bill and avoid costly traps.
✔ US Asset & Investment Strategy:
Clear directives on what to do with your 401(k), IRA, and brokerage accounts before changing tax residency.
✔ Seamless Financial Transition:
A step-by-step roadmap covering real estate, currency transfers, and setting up your new financial footprint in France.
How it works
01
Book your session
Choose a time that fits your schedule.
02
Share your context
Complete a brief intake so we hit the ground running.
03
Get your action plan
Leave with a clear strategy for your move.
We want to help you!
Since you are leaving the US in less than 2 years or are already in France, please utilize our free materials below, register for our free webinars, or schedule a paid personalized session.
