EuroAmerican Financial Advisors

What they cover

• Planning the move. The issues a US citizen meets in Europe: investing under two tax systems, the closure of US bank or brokerage accounts, currency, cross-border estate planning.
• Investments and retirement saving. Tax optimization aligned with US and EU rules, with US- and EU-based custodians and brokers.
• Sixteen EU countries. France among them, with Spain, Portugal, Germany, Italy and eleven others.

Why we list them

EuroAmerican Financial Advisors works with Americans living in or moving to 16 EU countries, including France. Founded by US expats and licensed in both the US and EU, it covers investments, retirement, tax and estate planning.

Our guides on the subject

• Wealth Management for Americans Moving to France: The 2026 Money MapUS accounts, the PFIC trap, the IFI wealth tax and its 5-year window, inheritance and FATCA: the complete money map for Americans moving to France in 2026.
• Investing as an American in France: The PFIC Trap, the Tax Treaty, and Where You Can Actually Put Your Money (2026)Most French investment products are PFIC tax traps for Americans. How the US-France treaty helps and where US citizens can actually invest in 2026.
• What Happens to Your Fidelity or Schwab Account When You Move to France?Moving to France? Fidelity and Schwab may restrict your US brokerage account. What happens and which alternatives work for American expats.
• Your US 401(k) and IRA in France: Form 3916, RMDs, and the Roth Question Nobody Can AnswerFrance treats your 401(k) and IRA as foreign accounts. Form 3916 is due yearly, even with zero withdrawals. Roth treatment is unsettled. RMDs still apply.