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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.

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.

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.

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.

Investing for Americans Abroad

Webinare conducted by Robert Levitt for Democrats Abroad in March 2023.

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.

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.

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.

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.

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.

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.

Estate Planning for Americans in France, 26 March 2024

Robert joins Fiscal Avocat Sebastien Antomarchi in discussing Estate Planning for Americans in France.

Democrats Abroad Nice - Investment Strategies for Americans Living in France

Robert speaks live in Nice at a fundraiser for Democrats Abroad.  June 2024