Updated
Updated · InvestmentNews · Aug 24
Levitt Capital Opens 1st New York Office as 117,462 Americans Live in France
Updated
Updated · InvestmentNews · Aug 24

Levitt Capital Opens 1st New York Office as 117,462 Americans Live in France

1 articles · Updated · InvestmentNews · Aug 24

Summary

  • Rockefeller Center will house Levitt Capital Management’s first New York office, giving the France-based wealth manager a U.S. base to meet current and prospective clients.
  • Levitt is targeting Americans who move to Europe, saying U.S.-designed portfolios, wealth structures and succession plans often fail once clients relocate across the Atlantic.
  • AARO estimated 117,462 Americans lived in France in 2023, while the U.K. had 325,321 and Germany 238,652, underscoring the size of the expatriate market Levitt serves.
  • Transatlantic wealth expansion has accelerated: Moneta opened a U.K. office last month, and Corient said in June its European acquisitions helped lift global assets above $500 billion.

Insights

Why are American expats facing a hidden financial nightmare when moving to Europe, and how can they escape it?
Could your dream retirement in France trigger devastating tax penalties and forced heirship rules for your family?