Our Services

Specialist Wealth Management for International Lives

EAFA USA provides financial planning and investment advice for individuals and families whose financial lives extend across borders.

Whether you are preparing for a move overseas, establishing yourself in the United States, or seeking international investment opportunities, we help you make informed financial decisions through advice tailored to your personal circumstances.

Our services are designed for clients whose financial planning needs go beyond a single country.

Americans Planning a Move to Europe

Relocating overseas involves far more than simply moving your investments. Decisions made before your departure can have long-term implications for taxation, retirement planning, investment accounts, estate planning and financial reporting.

Our advisers work with clients before they relocate to help develop a financial strategy that supports their move while maintaining flexibility for the future.

Working alongside our European sister company, we provide continuity of advice throughout your international journey, ensuring you receive guidance from the appropriate regulated entity at every stage.

Whether your move is for employment, retirement or lifestyle reasons, we can help you prepare with confidence.

Individuals Moving to the United States

Moving to the United States presents a new financial environment with different investment options, tax considerations and regulatory requirements.

EAFA USA assists individuals and families relocating to the US by helping them establish an investment strategy aligned with their new circumstances and long-term objectives.

We work with internationally mobile clients to develop practical financial plans that consider their existing assets, future goals and cross-border financial obligations, providing a smooth transition into the US financial system.

Investing in European Markets

Many US investors wish to diversify internationally while maintaining compliance with US tax and reporting requirements.

EAFA USA offers professionally managed investment portfolios denominated in Euros and designed specifically for US taxpayers. These portfolios provide exposure to European markets while recognising the unique reporting obligations applicable to American investors.

Our advisers can explain the opportunities and considerations involved in international investing and help determine whether a European investment strategy is appropriate for your financial objectives and risk profile.