Oui Financial
Fee-only advice on money that lives on both sides of the Atlantic: no products sold, no commissions.
Visit ouifinancial.com Partner link: some pay us a commission, at no cost to you.
What they cover
- Planning. Budget, debts, savings, and how to use the France-US treaty.
- Investing. Where and how to invest with both countries' rules in mind, with a preference for socially responsible funds.
- Financing and transmission. Credit and estate questions across the two systems.
- A first consultation at no cost. Your situation, your plans and your questions, before any engagement.
Why we list them
Oui Financial is a fee-only advisory firm specializing in USA/France finances. Part of the We Financial Group, it covers cross-border tax, retirement, investments and estate planning between France and the US, and earns no commissions.
Our guides on the subject
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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. -
How to Prepare Your US Finances Before Moving to France: Accounts to Keep, Close, and TransferWhich US bank accounts to keep, credit cards, brokerage decisions, Medicare Part B, Social Security, and wire transfers before moving to France. -
Assurance-Vie for Americans in France: What the Contract Is, How France Taxes It and Passes It On, What the IRS Says You Must Report, and What Stays Unsettled (2026)What a French assurance-vie is, how France taxes withdrawals and the transfer to heirs, which U.S. reports it triggers, and what the official pages do not settle for Americans. -
Who Taxes Your US Pension, 401(k), IRA and Social Security in France? What Article 18 of the Treaty Says and How the French Return Handles It (2026)What Article 18 of the US-France tax treaty says about Social Security, 401(k) and IRA payments, how France credits them on your return, and what the text leaves open.