Levitt Capital Management (LCM) is an award winning fiduciary advisory firm, licensed and located in Europe, highly specialized in offering fully compliant investment advisory and tax strategies for U.S. citizens, who are European residents. We provide personalized advice and solutions on the full spectrum of US and Global investment and tax issues as well as on local European financial and pension products. Our success comes from our specialization, experience and expertise. We know the sector and the others professionals who serve this market of US citizens, whether tax, legal, immigration, divorce, estate planning, philanthropy or otherwise. We provide the explanations and the answers to respond to your questions in American English.
Unique to this group, as US citizens, you are subject to taxation on your worldwide income from both the US (based on citizenship) and Europe (based on residency). You may also appreciate local expertise in dealing with local pensions and other financial products from your country of residence.
As an American in Europe, you face restrictions on both US and European investment products due to compliance issues. Many banks and brokerage firms in the US will close your account if they find out that you are a fiscal resident overseas. Some US investment products may not meet European regulations, while European offerings may not align with IRS regulations. Unlike most European or US based financial advisors, LCM uses both US investment strategies and custodians (for IRA and retirement type accounts) and European investment strategies with European custodians in conformity with the US-European Tax treaties, to optimize your potential risk adjusted returns. Living in Europe also requires portfolios designed for those with Euro liabilities.
We help you in transitioning to Europe, in designing and managing tax and regulatory compliant portfolio strategies, in assessing estate planning options, charitable giving, in understanding European pension products and other tax favorable European financial products as well as a full range of financial planning activities including the receipt of inheritance, divorce planning, retirement planning and more.
LCM works on both an hourly fee basis for consulting and advice as well as on a management fee for any assets under our management (AUM). Minimum portfolio size for AUM is 1,000,000€.