Your money,
tailored for your world
Financial well-being for global citizens
Cross Border Planning for Americans & Europeans living abroad
Enjoy financial well-being
We organize long term strategies tailored to your international lifestyle with the aim to make your money work for you.
global
knowledge
from locals
We are living in Europe with over 30 years of experience working with global citizens. As dual-citizens, we live the lives of our clients.
Reduce
complexity
Holding a US Passport while living abroad causes complex challenges. We help streamline the planning process.
Our mission:
Provide financial well-being for international families & individuals wherever they live
How we help global citizens
Investment
Review
Retirement
Planning
Estate
Planning
Tax
Planning
What does the process look like?
Step 1
Tell us about your situation
We meet to better understand your needs & goals and map out your situation (in person, via phone or video call).
Step 2
Organize a strategy
Once we better understand your situation, we organize a strategy tailored to your needs.
Step 3
Monitor & Continual review
Whenever your situation changes, we adapt your strategy to meet your goals.
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Our clients have international backgrounds
what’s yours?
Americans & US Green Card holders
living in Europe
We serve American citizens who chose Europe as their home.
Our clients include Americans living in Belgium, Luxembourg, France, The Netherlands, Spain, Italy and Germany & Switzerland.
Europeans who worked in The USA and moved back to Europe
We serve many Europeans who worked in The United States for many years and who moved back to Europe, either to retire or continue their careers. Some became US Citizens or still hold Green Cards, but they made Europe their home again.
Families with mixed nationalities
Our clients tend to have multiple nationalities. Most of the families we serve have kids studying or working abroad and often travel over the pond.
Between all our clients we serve many nationalities. Including Belgian, French, Dutch, German, Spanish, American, Greek, Italian, Swedish, Luxembourgish and more.
Business Owners & Corporate Executives on international Assignment
We serve entrepreneurs and corporate executives who make Europe their home. Even after retirement, wherever they choose to settle.
Many Americans might arrive on a temporary assignment but often life can make it long-term.
2nd generation Americans living in Europe
We help many American clients who have settled in Europe and have children who hold both American & European citizenship. These children face a whole new set of challenges and opportunities compared to their European counterparts, even though they might have never lived in The USA.
Tell us about your international situation
Contact us
info@crossborder-planning.com
Brussels, Belgium: + 32 476 81 47 00
Barcelona, Spain: +34 655 34 0993