US Expats in Europe

US retirement account management for Americans living in Europe

Americans in continental Europe all face the same problem: their US retirement accounts need managing from the US, and local advisers aren't licensed to touch them.

Each European country has its own tax treaty with the US and its own rules for foreign pensions and investment accounts. Country-specific tax advice is a job for a local tax adviser where you live, and we don't pretend otherwise.

Couple walking hand in hand past the Colosseum in Rome
Chicago skyline and river at golden hour

What we do

We manage the US side of your finances from inside the United States, and work alongside your local advisers where needed. We structure your US accounts to limit double taxation and keep you on top of your US reporting obligations.