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.
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.
- 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.