James McEvoy
Cross Border Planning

James M. McEvoy is the founder and Managing Director of Cross Border Planning, a Belgian registered investment, retirement and estate planning company.

Throughout his more than 25 years in the financial services industry, James has helped his individual and business clients develop and implement trust, insurance and investment plans designed to help achieve or work toward their personal and corporate financial goals and objectives.

James specializes in helping Americans and holders of green cards who reside outside of the United States coordinate their investment, retirement and estate planning in a manner compliant with their regulations of the various countries in which they live.  He is insurance and securities licensed in both the United States and inside the European Union, and draws upon the expertise of a network of tax specialist in these countries to assist in his planning.

A 1977 graduate of Bowling Green State University at Bowling Green, Ohio with a Bachelor of Science degree in Business Administration.  He earned his Chartered Life Underwriter (CLU) designation from the American College in Bryn Mawr, PA in 1994; his Chartered Financial Consultant (ChFC) designation in 1997; and his Accredited Estate Planner (AEP) designation in 2001.

James is a Life and Qualifying member of the international Million Dollar Round Table (MDRT) and has served on its management council and various other leadership committees; he is a member of the National Association of Estate Planners and Councils; and he serves on the Legal and Taxation Committee of the American Chamber of Commerce in Belgium.  He has written a number of tax and estate planning articles for publications in Belgium and Luxembourg.

In his free time, James enjoys cycling, travel, and coaching little league baseball.  In 2004, he coached the Belgian All-Star team to the Little League World Series.  He has served on the board of directors of the Brussels Sports Association, and has been a volunteer with the charity group United Fund for Belgium since 1992.

James is a dual US and Belgium citizen and resides in Belgium with his wife.  They have two adult children.

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