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.
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]
UK PHONE: +44 7514 993556
US PHONE: +1 561 570 5640
ADDRESS: 20 Corssharbour Plaza, London, United Kingdom E149YF
French Tax Preparation & Asset Management
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.