Country & City Fit
Where to live or buy, based on lifestyle, budget, access, tax exposure and seasonality.
Private client advisory
Your European home, handled with private-office discipline.
A single point of contact for affluent North Americans buying, relocating or establishing residence in Europe. Country fit, tax coordination, property strategy, banking, legal partners and on-the-ground execution, held together by one trusted lead.
For fee-only advisors: keep the client relationship — I handle the European execution layer. See how →
The problem
Europe is not one transaction. It is eight systems at once.
Most advisors see one piece: tax, property, banking, legal, immigration, FX, renovation or local coordination. The risk is not merely paying too much. It is making one confident decision while no one owns the whole picture.
For fee-only advisors
Your client’s European wall, handled — without leaving your lane.
When a client raises a move or a purchase in Europe, the financial plan is only half the answer. The other half — property, residence, local partners, execution across time zones — is where good advice stalls. That is the part this office carries.
- You stay the quarterback. I am not a tax or investment advisor. I never touch the advisory relationship.
- No work, no risk for you. One introduction. I carry the European side and keep you informed at every step.
- Retention, not leakage. Clients with European ambitions stay fully served — and stay yours.
One lead. One plan. One accountable rhythm.
Private Mandate Standards
What a Blueprint engagement covers.
A residence decision can reshape tax exposure, capital movement, estate planning, property access and years of personal logistics. The Blueprint is built to surface those risks before they become expensive.
5
initial corridors: France, Italy, Spain, Greece and Monaco
6
workstreams coordinated: tax, legal, property, banking, FX and local execution
3 weeks
from first call to a country, budget, partner map and dated action plan
100%
money-back guarantee: total clarity or a full refund — and you keep the work
A recent private client
An American who didn’t know where in Europe to settle — guided to the South of France and supported across every aspect: area, budget, tax coordination, property and the local partners to make it real.
Signature engagement
The European Home Blueprint
A three-week private planning engagement that turns a vague European ambition into a country, budget, tax, property and execution plan.
Tax Pre-Diagnostic
A preliminary US-Europe read, coordinated with the right specialist before costly decisions.
Property Sourcing Brief
Criteria, market read, local price logic and the lines between fair value and overpaying.
Trusted Partner Vault
Notaires, lawyers, bankers, tax advisors, architects and local operators by region.
FX Strategy Session
Capital transfer planning to avoid bank-spread leakage, poor timing and execution surprises.
Action Checklist
A dated roadmap you can use now or preserve until the right buying window opens.
A look inside the deliverable
What actually lands on your desk.
Not advice in the abstract — a set of concrete, decision-ready documents. Illustrative previews below.
TaxLifestyleAccess
France
Italy
Greece
Monaco
- US/EU tax-residency trigger date
- Treaty position on pensions & capital gains
- Succession & wealth exposure by country
- Pre-move structuring window
Sourcing brief — Provence
Fair value €1.45M · Asking €1.62M · overpay risk
- Notaire Provence
- Cross-border tax US / FR
- Private bank Paris
- Architect Luberon
- Day 0–15 Country & budget locked
- Day 15–45 Tax structure & partners engaged
- Day 45–75 Sourcing shortlist & visits
- Day 75–90 Offer, financing & FX plan
The full Blueprint expands each of these into a dated, client-ready document.
See the full BlueprintHow it works
Quiet, sequenced, accountable.
We determine whether the project is real, timely and suited to the office.
The first conversation is not a pitch. It clarifies the desired life, the capital involved, the countries under consideration, the timeline and the unknowns that could create risk.
Client protection
If the Blueprint does not create total clarity, you do not pay.
At the end of the Blueprint, if you do not have clarity on country, budget, tax structure and timeline, or you do not feel the work was worth 10x the fee, you receive a full refund and keep the work.
Blueprint investment
$7,500
Fully credited toward a Concierge engagement if you move forward.
Initial corridors
Built for a focused start, not a vague global promise.
France
Lifestyle depth, global recognition, mature legal infrastructure and strong appeal for buyers who want permanence rather than a seasonal asset.
Founder-led
Finance discipline, European operating reality.
Led personally by Alexandre, a Europe-based founder with a background in finance, M&A and real estate investment, and international experience across the US, Europe and Latin America. One accountable principal on every mandate — not a rotating account team.
BackgroundFinance · M&A · real estate investment
BaseEurope-based, fluent in local codes
RoleCoordination · partner selection · execution discipline
BoundaryNever a tax or investment advisor — that stays with your advisors
Private consultation
Begin with one focused conversation.
No obligation. It starts with a 60-minute private call — book a time directly, or send your details and I’ll be in touch.
Book a 60-minute callEncrypted, secure scheduling via Proton.