Financial Planning for Americans in Germany

The financial lives of expatriates can be complex. For Americans who live in Germany, being subject to two of the most complex tax laws at the same time can be exasperating. As a US citizen in Germany you may be facing some of these challenges:

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  • Difficulty obtaining financial services in Germany and in the US due to financial firms’ hesitancy to work with you (often due to FATCA), and those who are willing but not fluent in your circumstances

  • Finding financial planners, asset managers, attorneys, or tax preparers in the US and Germany who have a full understanding of the American - German cross border experience

  • Developing an estate plan that is consistent with your wishes for your family while navigating the laws in both countries

  • Tax planning, especially considering different tax treatment of income and assets in each country

  • Managing investments in a cost effective and tax efficient way.

You may feel that your financial situation is suspended between Germany and the US without a complete solution available to you. Timberchase Financial has developed a process, the experience and the relationships with advisors in the US and Germany to help wealthy Americans navigate the complexities of living in Germany. We form custom solutions in collaboration with other professionals to help solve some of these complex problems to help you gain control of what you have toward your goals.