Raised on the French Riviera, I spent most of my life outside of the United States. Prior to financial planning, I gained experience in Paris with multi-national law firms and in the United Kingdom with a boutique wealth management company during my postgraduate studies. I used my spare-time to take part in a variety of activities including the creation of an online publishing house and serving as national treasurer in the largest independent law students’ association, leading to regular travels across Europe. More recently, I was elected to the Board of Directors of the Association of Americans Resident Overseas (AARO), a global, non-partisan, non-profit organization dedicated to representing the interests of Americans living abroad.
I graduated from law school in France where I studied Comparative Law before studying Investment Management in the U.K. In addition, I passed the CFP® certification exam from the Certified Financial Planner Board of Standards, passed the regulatory exam of the French financial markets authority (AMF), hold a Series 65 license to act as investment adviser in the U.S. and am a recipient of an educational trust award from the main U.K. financial services professional body (CISI).
Author of multiple legal articles, I am published by Bloomberg as a winner of the inaugural Bloomberg Tax & Accounting Insights student writing competition.
Specialties
- International wealth management
- US expat financial planning
- Cross-border investment strategies
- International family financial advisory
- Expat tax planning
Relevant Materials












Relevant International Financial Planning Articles
- Updating Citizenship-Based Taxation.
- What You Should Know About State Taxes and Residency While Living Abroad.
- Navigating the Complexities of ‘Foreign’ Pensions for American Expatriates.
- Inheriting From the United States While Living Abroad
- Moving to Singapore as an American Abroad.
- Special Tax Frameworks in the U.K. and the U.S. for Offshore Funds.
- Important Financial Implications for Americans Moving to Switzerland.
- Legislation Expanding Social Security Benefits Signed Into Law.
- How Foreign Pensions Can Reduce Social Security Benefits.
- The Corporate Transparency Act.
- L’hégémonie du droit des successions français.
- Imposition des bénéfices des trusts: ce que prévoit le Projet de loi de finances pour 2022.
Tax and Investment Features in Articles and Podcasts
- PREP Podcaster – Updating Citizenship-Based Taxation – Regulation, Legislation or Both?
- Taxgirl.com – New Generation of Tax Talent: Young Voices’ Future of Finance.
- Taxgirl Podcast by Kelly Phillips Erb. – 69: Winners of Student Tax Writing Contest Hint at the Bright Future of Finance.
- The Review : Journal of the Chartered Institute of Securities & Investment (p.8, June 2021).
- Financial IT : Innovations in FinTech – CISI announced 2021 Educational Trust Awards Totalling £14,000.
Short Financial Markets Winning Essay
Contributions and Edited Articles in Law
- PBA Biberon – N°35 Apr. 2020.
- PBA Biberon – N°34 Mar. 2020.
- PBA Biberon – N°33 Feb. 2020.
- PBA Biberon – N°32 Jan. 2020.
- PBA Biberon – N°31 Dec. 2019.
- PBA Biberon – N°30 Nov. 2019.
- PBA Biberon – N°29 Oct. 2019.
- Student Comparative and European Law Review – Vol.3, Dec. 2019.
List of Edited Philosophy Essays
- Architects of American Education – Essays by Ralph Waldo Emerson, William James, and William T. Harris.
- On Travel as a Cure for Discontent – Seneca.
- The Ph.D. Octopus – William James.
- The Moral Equivalent of War – William James.
- The Philosophy of Education – William Torrey Harris.
- Philosopher, c’est apprendre à mourir – Michel de Montaigne.
List of Edited Books - Discontinued
- La Guerre Des Mondes: Introduction sur le drame radio de Orson Welles, H.G. Wells.
- La Toison d’Or, Théophile Gautier.
- Hier et Demain, Pensées brèves, Gustave Le Bon.
- Qu’es que le tiers état? et Dire de l’abbé Sieyès sur le véto royal: Edition 2018 Illustrée, Emmanuel Joseph Sieyès.
- Underground Man, Gabriel Tarde and H.G. Wells (Preface).
- Philistine and Genius, Boris Sidis.
- Le Grand Grimoire: Dragon Rouge, unknown.
- Brief recit de la navigation faicte es ysles de Canada: La découverte du Canada, Jacques Cartier.
- The sources and aim of human progress: A study in social psychology and social pathology, Boris Sidis.
- Du Contrat Social de Rousseau & analyse par Emile Durkheim.
- Early Voyages to America: A paper read before the society, James Phinney Baxter.
- Bayonet Training Manual: Used to win WWI, British Army.
- Le Premier Détective; Les enquètes d’Auguste Dupin, Edgar Allan Poe (translated by Charles Baudelaire).
- Vie de saint Antoine: Le saint qui affronta le démon, illustré, Athanase d’Alexandrie.
- L’Antéchrist, Abbé Augustin Lemann.
- Selected Sermons, Meister Eckhart.