Levitt Capital Management (LCM) is an award winning fiduciary advisory firm, licensed and located in Europe. We are specialized in offering fully compliant personalized investment advisory solutions and tax strategies for U.S. citizens who are European residents. We provide advice and individualized 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 as well as our focus on the human equation. We also 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 your country of residence). 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.
Unlike U.S.-based expat advisory boutiques, we are a fully European licensed investment advisor and able to advise on both U.S. and European assets, EU tax structures, or EU investment wrappers. We are subject to European investor protection rules (much stronger than U.S. RIA rules for EU residents). Clients choose us because we deliver integrated advice that is compliant, tax-coherent, and adapted to long-term European residency.
LCM’s clients have more in common than their similar financial profiles: Many are engaged in serious philanthropic, governance, and long-horizon wealth stewardship, operating within European institutional and charitable frameworks that emphasize discretion, rigor, and thoughtful participation. As a result, clients frequently find themselves within peer environments organized by LCM and shaped by their similar financial responsibilities, desire for intellectual engagement, and global outlook.
LCM provides advisory services on both an hourly consulting basis and through assets under management (AUM). LCM typically works with U.S. citizens and U.S. persons in Europe managing €3 million or more in investable assets, with a growing number of clients in the €10–20 million+ range. For individuals at this level, cross-border complexity is a fundamental reality that requires LCM’s customized investment options, treaty-aware planning, and long horizon structures.