Top 10 Smart Wealth Moves for U.S.– France Residents
Name:
Top 10 Smart Wealth Moves for U.S.– France Residents
Date:
November 12, 2025
Time:
12:00 PM - 1:00 PM EST
Registration:
Register Now
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Event Description:
Please join us for a web presentation focused on the unique financial planning opportunities and challenges facing individuals and families with ties to both the United States and France.
Whether you are a U.S. citizen living in France or a French national residing in the United States, managing wealth across two separate financial, tax, and legal systems requires careful coordination, and when combined, these can create both complexity and opportunity.
In this presentation, we will outline the Top 10 Smart Wealth Moves to help globally mobile families align their financial lives on both sides of the Atlantic. We will discuss strategies for minimizing tax exposure, investing effectively within cross border regulatory limits, and structuring estate plans that respect both U.S. and French legal frameworks.
Topics will include:
1. Cross border tax awareness – staying compliant while navigating residency and treaty rules and managing French wealth tax.
2. Investing with confidence – avoiding PFIC pitfalls, understanding U.S. and E.U. restrictions on foreign funds, coordinating French and U.S. retirement savings, and using income tax treaty benefits.
3. Estate planning clarity – integrating U.S. and French succession rules, wills, and trusts under EU Regulation 650/12.
4. Actionable strategies – practical steps to protect, grow, and transfer wealth
between both countries.
About The Speakers
Libby Dawson is a Partner with Cerity Partners in the Washington, DC, metro area, leading client relationships where there is an international component. She has over 20 years of experience in financial services, working with institutions and high net worth families. She has lived all over the world – including Switzerland and Montreal, so she understands the unique benefits and challenges that go with a cross-border life.
Andrejs Pilajevs serves as a Principal at Cerity Partners, based in the Washington, DC, area where he leads client relationships that involve cross-border international elements. Andrejs is experienced in working with U.S. ex-pats, non-resident aliens (NRA), and mixed-nationality families with a global presence. With experience living overseas and holding multiple citizenships, Andrejs brings a personal insight into the intricacies of expatriate life.
Whether you are a U.S. citizen living in France or a French national residing in the United States, managing wealth across two separate financial, tax, and legal systems requires careful coordination, and when combined, these can create both complexity and opportunity.
In this presentation, we will outline the Top 10 Smart Wealth Moves to help globally mobile families align their financial lives on both sides of the Atlantic. We will discuss strategies for minimizing tax exposure, investing effectively within cross border regulatory limits, and structuring estate plans that respect both U.S. and French legal frameworks.
Topics will include:
1. Cross border tax awareness – staying compliant while navigating residency and treaty rules and managing French wealth tax.
2. Investing with confidence – avoiding PFIC pitfalls, understanding U.S. and E.U. restrictions on foreign funds, coordinating French and U.S. retirement savings, and using income tax treaty benefits.
3. Estate planning clarity – integrating U.S. and French succession rules, wills, and trusts under EU Regulation 650/12.
4. Actionable strategies – practical steps to protect, grow, and transfer wealth
between both countries.
About The Speakers
Libby Dawson is a Partner with Cerity Partners in the Washington, DC, metro area, leading client relationships where there is an international component. She has over 20 years of experience in financial services, working with institutions and high net worth families. She has lived all over the world – including Switzerland and Montreal, so she understands the unique benefits and challenges that go with a cross-border life.
Andrejs Pilajevs serves as a Principal at Cerity Partners, based in the Washington, DC, area where he leads client relationships that involve cross-border international elements. Andrejs is experienced in working with U.S. ex-pats, non-resident aliens (NRA), and mixed-nationality families with a global presence. With experience living overseas and holding multiple citizenships, Andrejs brings a personal insight into the intricacies of expatriate life.
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