Corporate Consulting

We offer special corporate services for companies with US citizen Employees.  Our educational seminars on financial issues cover a variety of complex financial issues which impact US employees abroad.  Some of the financial topics included in our seminars are: navigating the technical aspects of issues such as: FATCA, PFIC’s, PRIIPS, using tax compliant reporting brokers, to feeling comfortable with your accounts.

In addition to the specific financial issues concerning US expats, we also detail how a holistic approach should be taken when building a financial plan and investment portfolio.  These seminars provide a preview of information which all US citizens working in Spain or Portugal should be aware of.

Americans working in Management Consulting industry abroad.

One of our advisors has previously worked in the consulting industry and has first-hand knowledge of the conflict-of-interest issues which may arise for portfolio holdings for consultants. We offer customized portfolio advisory services, creating and maintaining compliant investments to expatriates in this industry.

Schedule a seminar

For more information and to inquire about booking a Seminar please contact our General Manager directly or fill out the form below.