For fee-only advisors and RIAs
Your client's Europe plan, handled without leaving your lane.
When a client raises buying or relocating to Europe, the financial plan is only half the answer. The other half is where good advice stalls: residence, property, local partners, execution across time zones. That is the part this office carries, so your client stays fully served and stays yours.
The working rule:No referral feesNo commissionsNo product salesYour client stays yours
01 · The partnership
You stay the quarterback.
Three rules keep this clean for a fiduciary practice.
The relationship
The advisory relationship is never touched.
Your client, your AUM and your advice stay entirely yours. EPO brings in the licensed local experts and carries only the European execution.
The economics
Clean for a fee-only practice.
No referral fee, no compensation arrangement, no commission. The incentive is client service, retention and clarity.
The outcome
Retention, not leakage.
Clients with European ambitions are fully served instead of drifting to whoever can help them abroad.
02 · Clear lanes
What EPO handles, and what stays with you.
The office handles
- Country and city fit for the client's life and budget
- Property sourcing, market read and fair-price guidance
- Vetted notaries, lawyers, banks and architects by region
- Residence route and relocation logistics on the ground
- Currency execution and coordination with a local tax specialist
Stays with your practice
- Investment management and financial planning
- The client relationship and all advice you provide
- US tax and regulatory guidance
- The decision itself, which stays with the client, always
03 · Selected advisory firm access
Start with one suitable client file.
For selected US advisory firms, the first suitable client's European Home Blueprint can be prepared at no fee. The point is simple: let the work show whether EPO belongs in your client's European file before any formal partnership.
- Blueprint value
- $7,500
- Referral economics
- None
- First suitable household
- Complimentary
- Client receives
- Country and city fit, residence route, property brief, partner map, budget, risks, timeline and next steps.
- You keep
- The client relationship, planning role, investment mandate, AUM and all US advice stay entirely with your practice.
- No conflict
- No referral fee, no compensation arrangement, no commission and no product sale. This is a client-service evaluation.
- Selective access
- Advisor relationships are kept selective, so each referred household gets real principal attention and private-office-level work.
If the client later wants execution in Europe, that becomes a separate mandate with EPO. You remain the client's financial advisor and stay informed without having to manage the local file. Other working models are available for private-client professionals, family offices and firms seeking embedded European execution.
04 · How a referral works
Quiet, simple, accountable.
- I
You introduce
One suitable household exploring Europe. A short email is enough.
- II
EPO builds the Blueprint
The first fit is handled at no fee: country, residence route, property, partners and timeline.
- III
You stay informed
Regular updates. The client experience reflects well on you, and stays yours.
05 · Who you would be working with
One accountable principal.
- Founder-led
- Alexandre, one accountable principal, start to finish
- Background
- Six years of M&A at Rothschild & Co, then private equity real estate underwriting
- Base
- Paris, fluent in the local codes and partners
- Recent work
- Guided a US client from indecision to settling in the South of France, supported across every aspect
- Full background
- The founder's career in detail
06 · Partner conversation
Worth a 30-minute call?
If you have one client quietly exploring Europe, let's decide whether the file is a fit.
Book a partner callOr email hello@europeanprivateoffice.com