Financial Planning for Expats
Let us show you how it’s possible to live and invest in France—now. Our expert partners are well-versed in expat strategies, as well as local regulations.
Wealth Management
Dunhill Financial
International Financial Planners Specializing in American Expats and Expats in America
Dunhill Financial offers independent advice and personalized solutions for each client based on their individual situation. Dunhill's advisors have a wide breadth of experience working in multinational firms and will help you feel secure in an environment of trust, discretion, and confidence. Through aggregated planning and collaborating (where appropriate with your accountant and attorney), they will be in a position to help with every aspect of your financial planning. They will select a diverse group of carefully chosen, and vigorously monitored, investment managers to manage your assets rather than promoting packages of our own.
They offer services including:
- Financial Planning
- Pension Planning including Social Security
- Insurance and Estate Planning
- Management of funds directed by your existing Financial Advisor, Taking into account PFIC regulations and FATCA
The Adrian Leeds Group recommends Dunhill Financial for all your financial planning needs.
Brian Dunhill is happy to discuss your options during a telephone consultation or face-to-face meeting.
Contact Brian Dunhill
EMAIL: [email protected]
SKYPE: briandunhill23
UK PHONE: +44 7514 993556
US PHONE: +1 561 570 5640
WEBSITE: dunhillfinancial.com
ADDRESS: 30 Churchill Place, London, United Kingdom E14 5RE
French Tax Preparation & Asset Management
MD Patrimoine
Matthieu Duclos is a French tax and investment expert, and head of his own firm. His background is in business and tax law, and he has worked with KPMG as a tax advisor as well as with Christie’s as an administrator.
He can assist with wealth and tax planning, and management (planning and optimization), tax preparation, and financial investments.
Contact Matthieu for the preparation and filing of your French tax returns.
US & French Tax Preparation & Business Services
Pik Consulting
Pik ConsultingBusiness Advisory and Tax Optimization Services for Expats and Foreign Companies Wishing to Settle Down in France
Benjamin Pik is a dual French and American certified Public Accountant admitted to practice public accounting both in France and in the US.
Bilingual in English and French, he holds degrees from both the University Paris Dauphine (France) and from Concordia University (Canada). Prior to opening his own practice, Benjamin worked for 8 years in international accounting firms across North America, Middle East, and Europe where he coordinated French and foreign financial audits and provided advisory services. Benjamin is also involved with the American expat community in France.
Services include:
Contact Benjamin Pik
EMAIL: [email protected]
PHONE: +33 06 27 94 60 17
ADDRESS: 7 Rue Theodule Ribot, 75017 Paris, France
Private Tax Services
We are a team of French and American CPAs specializing in assisting French residents with US and French individual income tax and other international tax compliance matters. Our aim is to assist individuals and families with:
- US and French tax preparation
- ITIN Application
- Prior years’ tax regularization and Streamline Certification
Business Services
We assist foreign subsidiaries in France and English-speaking entrepreneurs who want to develop their business in France by providing them administrative accounting and tax assistance.
- Administrative services
- Accounting services
- Tax services
- Payroll and Human resources services
- Legal services
- Auditing
Contact Benjamin Pik
EMAIL: [email protected]
PHONE: +33 06 27 94 60 17
ADDRESS: 7 Rue Theodule Ribot, 75017 Paris, France
US & French Tax Compliance and Consulting
Hadida Tax Advisors
Hadida Tax AdvisorsThe Hadida Tax Advisors team assists individuals with their tax compliance and consulting needs in both France and the United States. Our team takes the time to understand your situation and can assist individuals to complete all necessary tax return filings, including:
• US individual and/or business returns
• French individual returns, wealth tax declarations, and French rental property income reports.
The Team is headed up by Jonathan Hadida, Esq. Jonathan started Hadida Tax Advisors with the goal of providing top-quality service to expats in and around France.
A lawyer by trade and an accountant at heart, Jonathan holds a Masters’ Degree in International Business Law from McGill University, a J.D. from Osgoode Hall Law School (common law degree), and an LL.B. (civil law degree) from Université de Montreal. Jonathan is an attorney licensed with the New York Bar.
A long-term expat himself, Jonathan has worked in international tax positions in Canada, Belgium, India, Switzerland, France, and the United States.
Our team is passionate about taxes, relishing in the challenge to find the best possible solution for every client to achieve success.
Contact Jonathan Hadida
EMAIL: [email protected]
FR PHONE: +33 06 22 45 45 00
SWISS PHONE: +41 78 206 2555
US PHONE: +1 480 409 1373
WEBSITE: Hadtax.com