Liberty Atlantic Advisors

Liberty Atlantic Advisors is a U.S.-owned cross-border financial advisory company. Our fiduciary team provides holistic services including cross-border financial planning, investment management, retirement planning, and tax optimization for high-net-worth U.S. citizens and U.S.-connected individuals and their families living in France, Italy, Portugal, and Spain. Our service is fully comprehensive, meaning that partnering with us involves engaging in a long-term relationship based on a deep understanding of your financial needs, goals, and priorities and involves regular check-ins throughout the year.

Please note that while we do not offer one-off services such as paid hourly consultations or one-off financial plans, we endeavor to make our knowledge accessible and invite any American living abroad with cross-border financial planning questions to attend our events.