Arrange a cross-border wealth-planning call

During the first thirty-minute video call, you can outline your residence, assets and current decision. We will identify the points that require attention and confirm whether the firm can assist.

We generally work with clients who have at least €200,000 in assets to review and organise (€100,000 for a project expected to change): our thresholds.

Slots are booked in Google Calendar: give only your name, country of residence and topic there, with no amounts.

Pick a slotor write to us below and we will suggest a time.

For the first call, please outline where you live, your family circumstances and the decisions you are considering. Mention any important dates, such as a move or sale. Documents can be requested later if we agree to work together.

Our asset thresholds

We generally work with clients who have at least €200,000 in assets to review and organise. This is a condition of our service. It does not determine whether a particular investment, such as French assurance-vie, is suitable for you.

From €100,000, we can also consider a project where your needs are expected to change: a move to France, a business sale, succession planning or a property sale. Please mention the project and its timing when you book.

These thresholds are unrelated to your tax and reporting obligations. Those need to be checked separately, including for accounts with small balances. French tax for foreign residents: what to declare and when explains the issues to review.

Booking is operated through Google Calendar, so whatever you type in the form passes through Google. Please do not set out your assets or amounts there — give your name, your country of residence and the topic in one line. We will go into detail by voice.

Available times, in Google Calendar

Pick a slot