Les Américains veulent travailler avec leurs amis, ils ne comprennent pas la distance que mettent les Français (Les Echos - March 2025)
L'Américain Robert Levitt, 64 ans, est installé en France, dans la région de Nice, depuis dix-huit ans. A la tête d'un cabinet en gestion de patrimoine, il a expérimenté le « clash des cultures » avec ses employés français. (The American Robert Levitt, 64 years old, has been living in France, in the Nice region, for eighteen years. As the head of a wealth management firm, he has experienced the "clash of cultures" with his French employees.) Read More
goRIA On-Location with Robert Levitt (March 2025)
I recently had the pleasure of discussing a fascinating and often overlooked niche in the financial world: the unique challenges and opportunities facing U.S. citizens who are fiscal residents in Europe with @Charles "Chuck" Failla for the goRIA powered by InvestmentNews podcast at the @T3 Conference.
U.S. citizens living and paying taxes in Europe face a complex web of regulations that prevent them from investing in standard U.S. ETFs and mutual funds. FATCA and MiFID II regulations create a situation where typical investment options are off-limits, requiring specialized expertise to navigate.
We discussed how Levitt Capital Management helps these individuals navigate these challenges, providing tailored financial solutions that comply with both U.S. and European regulations. It's a complex landscape, but we strive to provide clarity and opportunity for our clients.
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Investment Strategy for Americans Abroad and Dual Citizens 2025
Democrats Abroad hosted an event with Robert who discussed "How to Invest for Americans Abroad and Dual Citizens." This global webinar was attended by more than 1200 persons. Read More
The American University of Paris - Presentation February 2025
Robert spoke to a group of American citizens at the American University of Paris discussing the most important issues for wealth management and responding to questions. Read More
Barrons: How an American Financial Advisor Wound Up in Southern France Working With Expats February 2025
Straddling multiple worlds, Robert Levitt is a most unusual financial advisor. An American citizen, he’s a fluent French speaker who lives on the French Riviera catering to an American expatriate clientele—while at the same time pursuing a doctorate in French medieval history. Investing and studying history aren’t so different, he says. “One is studying what’s going to happen in the future, and one is studying what happened in the past,” says Levitt, whoseseven-person firm serves Americans living throughout Europe. “It’s the same skills; you needto be able to ask the right questions.” Read More
Barrons: Just How Serious Was the DeepSeek Selloff? Money Pros Weigh In. January 2025
Robert Levitt, founder and chief investment officer, Levitt Capital Management is quoted by Barrons on the impact of Deepseek on client investment portfolios. Read More
Democrats Abroad Nice - Investment Strategies for Americans Living in France
Robert speaks live in Nice at a fundraiser for Democrats Abroad. June 2024 Read More
Estate Planning for Americans in France, 26 March 2024
Robert joins Fiscal Avocat Sebastien Antomarchi in discussing Estate Planning for Americans in France. Read More
Live Investment Presentation in Paris 19 March 2024
Join Democrats Abroad for this special event with Robert Levitt, CFA, to discuss the basics of investing for Americans living in France. Read More
Investment Strategy for Americans in Germany (Democrats Abroad) March 2024
Join Democrats Abroad Global for this special event with international investment expert Robert Levitt, CFA, to discuss the basics of investing for Americans living in Germany. Read More
Investment Strategy for Americans in Europe (Democrats Abroad) January 2024
Join Democrats Abroad Global for this special event with international investment expert Robert Levitt, CFA, to discuss the basics of investing for Americans living in Europe. Read More
Investment Strategy for Americans in France (Democrats Abroad) October 2023
Join Democrats Abroad France for this special event with international investment expert Robert Levitt, CFA, to discuss the basics of investing for Americans living in France. Read More
Providing financial advice to Americans living abroad, with Robert Levitt
On this week's episode of the Financial Planning Podcast, Robert Levitt talks about what it's like to bring American-style financial planning to the shores of the Mediterranean sea.
Levitt, founder of Levitt Capital Management, is taking the Financial Planning Podcast international this week. The veteran planner operates his niche advisory firm out of Nice, France. But his client base is all stars and stripes. Read More
Investment Advisor Magazine - Why US expats are being left stranded by American investment advisers
US brokers and investment advisors continue to notify their clients who live in France that they can no longer maintain their accounts and that they must be transferred to another firm, writes Robert Levitt, founder of Levitt Capital Management.
This leads many individual investors who live in France in a predicament, particularly when they have an IRA account. It can be challenging to find another custodian who will accept a French resident. Read More
Investing for Americans Abroad
Webinare conducted by Robert Levitt for Democrats Abroad in March 2023. Read More
Inside Information March 2023 - The French Connection
Synopsis: Here’s the most successful example of a niche market that we’ve ever run across.
Takeaways: Americans living in France are often bewildered at how different the financial system is there compared to what they’re accustomed to. Levitt Capital Management is there to help. Read More
Can US expats in France buy ETFs?
We are often asked about exchange-traded funds, particularly index funds for US persons who live in France. In seminars and online there is so much discussion about passive foreign investment company (PFICs) for European ETFs and the assumption that Americans who live in France cannot buy US ETFs, writes Robert Levitt, founder of Levitt Capital Management. Read More
Investment management firm opens in France to serve US expats
If an American buys European financial products, they are penalised by the IRS, founder says. Read More
Expatriate Advisor Finds A Home And Client Base In France
Robert Levitt has traded Florida for the French Riviera, where he sees a wide-open market in the 250,000 Americans living there who need financial advice. Read More
