EuroAmerican Financial Advisors

16/10/2026

What is moving abroad really like? A new YouTube series finds out through conversations with Americans who have already done it. Episode 2 is out now - check it out here - https://www.youtube.com/watch?v=gvHYy0WTI9M

Lumon Klev & Vera International Law Firm

12/10/2026

It was a pleasure and an honor presenting at the Association of American Clubs 2026 Conference in Rome this weekend.

05/10/2026

Should Americans living in the EU invest locally?

Investing locally in Europe seems like the obvious move when you live there, but for Americans, it's usually not.

Most EU-domiciled funds, including the ETFs and mutual funds most commonly available through European banks, are classified as Passive Foreign Investment Companies (PFICs) by the IRS. That means complex annual reporting requirements, potentially punitive tax rates on gains and distributions, and a level of administrative burden that your European neighbors never have to think about.

Before you take your local bank's investment advice, make sure you seek US cross-border advice, too.

02/10/2026

Golden Visa programs can offer Americans a route to residency in Europe through qualifying investments, but the financial implications can extend well beyond the initial investment.

Property, investment funds, residency status, and long-term financial and tax considerations can all play a role when deciding whether a Golden Visa is right for your circumstances.

In a new video, Shane Clark, EFP, President of EuroAmerican Financial Advisors, explores the key financial planning considerations Americans should understand when looking at Golden Visa programs in Europe, including how different programs work, potential investment risks, and how obtaining European residency affects your broader financial planning.

Golden Visa programs can offer Americans a route to residency in Eu...

28/09/2026

Running a business is often financially complex under any circumstances. Doing it as an American entrepreneur living abroad adds additional cross-border factors that exceed most business and financial planning advisors’ expertise.

In a new article, we outline some of the main considerations you should be aware of as a US expat entrepreneur.

In this article, we outline some of the main financial planning considerations you should be aware of as a US expat entrepreneur in Europe.

25/09/2026

In a new article in Forbes, EuroAmerican Financial Advisors President Shane Clark, EFP provides some financial planning insights for Americans planning to retire in Europe.

Understanding and structuring your finances right before you make the move makes for a smooth transition and new life abroad.

21/09/2026

Join us at a webinar this Thursday to find out about the main cross-border investing challenges for Americans moving or living overseas.

Find out about the main financial and investing challenges and solutions for your US citizen clients who are moving or living abroad.

18/09/2026

For many Americans, the idea of moving to Southern Europe starts with a dream: better weather, a different pace of life, rich culture and a sense of adventure. Turning the dream into reality, however, involves a long list of practical, financial and personal decisions.

A new YouTube series, Moving to Spain, aims to show what that process is really like through the experiences of Americans who have already made the move to Spain.

Episode 1 dropped yesterday -

https://www.youtube.com/watch?v=DGCqMA0ttf0

Thinking about moving to Spain from the USA?In the first episode ...

14/09/2026

Wondering how to invest outside the USA without triggering US tax and reporting headaches? Join us at a webinar this Thursday and find out. Register at the link below.

Find out about tax efficient ways for Americans to own European stocks and bonds.

11/09/2026

As a HNW American moving to Europe, you experience the challenge of living across two financial systems, and creating and maintaining a well-diversified investment portfolio is more restrictive than many people imagine.

In our new article, we outline the main considerations you should be aware of.

https://eurousafa.com/wealth-management-solutions-high-net-worth-americans-europe/

As a HNW American, when you move to Europe, wealth management gets more complex as you are subject to EU and US rules and taxation.