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.

We prioritize your financial interests

We don’t sell financial products.

We don’t receive commissions.