Moving to France: Planning Your Financial Future Across Borders

About the Presenter

Alex was born in Alaska and grew up in the Pacific Northwest. He first moved abroad 15 years ago and has since lived in France, Canada, the UK, Italy, and Malta. He started his career in London and previously specialized in investment analysis for large, international wealth management organizations. As a U.S. passport holder, he quickly encountered the common difficulties that dog Americans living abroad at any age, such as the need to find reliable U.S. expat tax planning and filing support. However, as the husband of a foreign national now raising dual-nationality children, he is intimately acquainted with the many-layered considerations that accompany U.S. expat life. His personal experience informs his approach to his profession, lending a boundless empathy to his already nuanced understanding of how the U.S. financial system interacts with others. Alex currently resides in Italy with his family.

About Liberty Atlantic Advisors

Liberty Atlantic Advisors is a U.S.-registered fiduciary firm that works with individuals navigating the financial, tax, and legal complexities of living abroad. The team provides guidance on cross-border retirement strategies, tax residency issues, investment planning, and compliance with U.S. regulations such as FATCA and PFIC reporting.

Their approach is grounded in helping U.S.-connected clients make informed, long-term decisions aligned with their life abroad.