Welcome

In our increasingly globalized world, many people now work and reside outside their home countries. Planning properly in these circumstances requires working with advisors familiar with multiple jurisdictions to ensure the rules and regulations of each are followed. This often leads people to work with one advisor in their home country and another abroad, resulting in unnecessary confusion and financial complications.

Cross Border Planning provides a coordinated solution for those who have financial affairs in more than one land. Our small size and our proximity to the capital of Europe, Brussels Belgium, enable us to deliver timely and personalized service to manage these challenging cross border issues. Contact us today to learn more about how Cross Border Planning can streamline and simplify your financial future.

Financial Planning Services
  • Investment - US

    Investment planning for US Citizens requires navigating the ideal investment products.

  • Investment - Non US

    Investment planning for European nationals requires caution to avoid unnecessary taxation.

  • Your Retirement

    Thorough retirement planning, including health care, receipt of social security benefits, and home purchases.

  • Your Estate

    The laws governing estate settlements differ greatly worldwide, so correct cross border estate planning is crucial.

About Us
  • Our Firm

    Our firm provides comprehensive financial services for those individuals who have interests in both Europe and the United States. We have over 25 years of experience working from Europe and hold advanced designations and licenses in both the EU and the United States.

  • Our Mission

    Our mission is to partner with our clients to establish and achieve their financial goals. Our approach to planning takes into consideration each country’s rules in order to produce a compliant, effective and efficient solution to a client’s needs.

  • Our Clients

    Our clients include corporate executives, professionals, business owners and retirees. We also provide a valuable service to 2nd generation family members who hold US citizenship but who have never lived in the United States. We work with tax specialists in over 12 countries and address important issues centered around estate, retirement and investment planning.

  • Our Philosophy

    Our philosophy is to provide our clients with the highest level of service and technical knowledge in the area of cross border planning. Our boutique size and the use of a network of specialists in Europe and the United States allow us to deliver on this commitment.

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If you'd like to contact Cross Border Planning to discuss your global financial planning needs, please call or use the website form.

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