Investing in France as an American ?

You’ve moved to France for opportunity, lifestyle, family, or a fresh start.
But when it comes to investing your money, things suddenly become… complicated.

French banks hesitate.
Insurance companies refuse.
Advisors don’t understand US tax constraints.

And you keep hearing the same phrase:
“We don’t work with US Persons.”

A Structured Approach for Americans in France

Our role is simple:

1. Educate you clearly on the constraints.

2. Help you understand what is possible — and what to avoid.

3. Connect you with a cross-border financial advisor specialized in US expats.

No generic advice.
No improvised solutions.
No risky shortcuts.

Only structured, compliant, cross-border wealth planning.

“Can I open an Assurance Vie?”

“How do I avoid PFIC issues?”

“Should I keep investing in the US instead?”

“How do I structure assets across both countries?”

Book a Confidential Conversation

Start a structured conversation with our French based financial advisors, specialized in dealing with American investors.

Phone

0033

Email

email@email.com

Who This Is For

• American professionals living in France

• Entrepreneurs and tech founders

• Dual nationals

• Retirees relocating to France

• Families building long-term wealth in Europe
  

If you have assets in the US, income in France, or both — your situation requires specialized structuring.

What You Gain

✔ Clarity
✔ Compliance
✔ Access to viable investment solutions
✔ Peace of mind regarding IRS and French reporting
✔ A long-term wealth strategy that actually works across borders

Why is it so difficult?

Most Advisors Aren’t Built for Cross-Border Complexity

French financial advisors are trained for French residents.
American advisors are trained for US residents.

Very few understand how to structure investments for Americans living in France while respecting both IRS and French regulations.

That gap creates risk:

• Double taxation

• Reporting penalties

• Inappropriate investment vehicles

• Missed wealth-building opportunities

The good news? The landscape is evolving

Regulatory environments change.

Certain French insurers, including groups such as Suravenir, have adapted their compliance frameworks and may now accept American nationals residing in France under specific conditions.

You are a US citizen or Green Card holder living in Paris — or anywhere in France — you face a unique situation:

The United States taxes you globally.

• French investment products may trigger PFIC reporting.

• Many institutions avoid Americans due to FATCA compliance.

• Traditional “Assurance Vie” contracts are often closed to US nationals.

The result?
You feel financially stuck — in one of the world’s most sophisticated financial markets.