Levitt Capital Management (LCM) is a hybrid fiduciary advisory firm, offering fully compliant investment advisory and tax strategies for individuals and specializing in addressing the intricate financial planning challenges faced by US citizens who are also European residents.

Unique to this group, US citizens are subject to taxation from both the US (based on citizenship) and Europe (based on residency).  Negotiating this complex financial landscape demands specialized advice from a firm like ours.

US citizens in Europe also face restrictions on both US and European investment products due to compliance issues.  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 European investment strategies in conformity with the US-European Tax treaties, to optimize our clients potential risk adjusted returns.

We help our US clients in transitioning to Europe, in designing and managing tax and regulatory compliant portfolio strategies, in assessing estate planning options, in understanding European pensions 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 500,000€.