Our Financial Experts
Trusted Cross-Border Wealth Strategists for U.S. Persons in France
At Hexa Invest, we believe that effective cross-border financial planning starts with deep expertise — not one-size-fits-all solutions. That’s why we partner with seasoned professionals who combine rigorous financial analysis with a practical understanding of complex tax and investment environments you may be facing as a US citizen living in France.
Our financial experts bring experience in investment management, asset allocation, and financial strategy. Their mission is to help American residents across France build investment strategies that are not only robust and forward-looking, but also compliant with both U.S. and French regulations.
Alexis N., Financial expert
Jérémie D., Financial expert
Meet our network of carefully vetted professionals
They help you design a financial strategy that reflects your personal goals, risk tolerance, and residency status.
Hexa Invest works exclusively with carefully vetted financial professionals who demonstrate strong technical expertise, regulatory compliance, and experience with international clients.
Your are a French CGP with a cross boarder experience ? Contact us.
All our experts are Rooted in Expertise and Rigor
The professionals within our network are accustomed to designing strategies that respond to the unique challenges of cross-border investing — especially for Americans living abroad.
They are CGP (Conseillers en Gestion de Patrimoine), regulated by AMF and ACPR. The quality and reliability of the experts we introduce to our clients are of utmost importance to us.
How it works
Hexa Invest connects you with carefully selected French financials experts (CGP). Start with a free and confidential conversation to discuss your objectives and the best strategy adapted to your needs.
How are financial advisors (CGP) compensated?
Our financial experts are CGP (Conseiller en Gestion de Patrimoine). They are compensated through clearly defined annual advisory fees. These fees are fixed and do not depend on the specific investment strategy selected.
This fee structure ensures that recommendations are not influenced by product selection, allowing advice to remain objective and aligned with the client’s long-term interests.
Are there hidden fees?
No. First conversation with the financial expert is free.
Please note that all the financial experts we work with apply fees that are annual, fixed, and independent from the performance or type of assets chosen.
This transparent model supports independent advice and eliminates conflicts of interest tied to product-driven compensation.
Does Hexa Invest custody client money?
No. Hexa Invest does not custody or control client assets. Investments are placed through regulated insurers or financial institutions, which are responsible for holding and safeguarding the funds.
Hexa Invest only connects you with vetted french CGP (Conseillers en Gestion de Patrimoine).
Frequently Asked Questions
What services does Hexa Invest provide?
Hexa Invest connects you with financial experts, regulated by AMF and ACPR. For you, they will :
Cross-border portfolio construction
Assurance vie structuring for U.S. persons
Tax-aware investment strategy
Retirement planning
Estate and succession coordination
Each engagement begins with a free consultation to identify inefficiencies, compliance risks, and optimization opportunities before implementing a tailored long-term strategy.
How does the process work if I want to become a client?
The process begins with a confidential consultation to understand your residency status, income sources, existing assets, and long-term objectives.
From there, experts affiliated to Hexa Invest conducts a strategic review to identify cross-border tax exposure, structural inefficiencies, and optimization opportunities. A customized wealth architecture is then proposed, followed by ongoing monitoring and strategic adjustments as regulations and life circumstances evolve.
Convinced by the approach ? you then can sign a mandate directly with the financial expert, not with Hexa Invest.
What should I do if I am not satisfied with the financial advisor introduced by Hexa Invest?
Selection criteria include professional credentials, regulatory registration in France, proven experience in wealth structuring, and the ability to operate within cross-border tax environments.
If you feel that the professionalism or quality of service provided by the financial advisor recommended by Hexa Invest does not meet your expectations or our standards, we encourage you to inform us as soon as possible. The quality and reliability of the experts we introduce to our clients are of utmost importance to us, and your feedback helps us maintain the highest level of service.