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.

(1)

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