Financial Planning

Taxation

We help to ensure that you have all the tax advantages available to you.

Tax Optimization

Plan for your taxes before filing season. We help clients utilize all available advantages to limit tax liability in France and the United States.

Stock Options & RSU

We demystify stock options and RSU by explaining what they are and how they work. Then, we define a strategy to invest smarter and meet your goals.

Responsible And Transparent Investments

We invest by default in socially responsible ETFs (exchange-traded funds). You know exactly how we allocate your investment funds.

Accounts in France

What should you do with your Assurance Vie, PEL, CEL, PEA, PEE, Livret A, and LDD? We offer advice and answer your questions about the management of your France based accounts.

Retirement

We assist in preparing you for your retirement in the United States and France.

Whether you live in the USA or plan to return to France, we help you prepare for your retirement.

There is no age at which to start preparing for retirement, whether in the United States or France. We explain which retirement account is optimal for your situation, how to invest in these accounts, and the consequences if you leave the United States.

Estate

We coordinate all the necessary people to organize, document, and protect your family and establish a succession plan.

Estate Protection

We handle the details to protect your estate and ensure your final wishes are known to all heirs.

Inheritance

We help with estate planning and help to ensure your final wishes are followed.

Real Estate

Oui Financial supports real estate projects in France and the United States via our partner network. Real estate diversifies and strengthens your portfolio.

Investments

It’s essential not to have all of your eggs in a single basket. Our specialized financial services for French-Americans help diversify your portfolio (under management or not) in real estate, financial markets, and alternative investments.

Family & education

We help protect your family and plan your children’s education.

Plan for Your Child’s Education

We help you plan for your child’s Education in the US.

Budgeting

Oui Financial helps clients to create and develop a budget that works for them. Let us help you realize your financial goals faster.

Credit Score

Oui Financial helps clients in establishing, building, and improving their credit score. Qualify for better offers, terms, and deals.

You have questions. We have answers.

Our goal is to empower French-Americans to gain greater control of their financial future in the United States. We provide clients with the tools and knowledge needed to make smart investment decisions.

We work with GAFAM employees and perfectly understand their specific perks and benefits.

We prioritize your financial interests

We don’t sell financial products.

We don’t receive commissions.