A retired professional who had recently relocated to Southern France came to us seeking assistance in managing his retirement income and ensuring that his assets were preserved for future generations. He wanted to enjoy his retirement without worrying about the complexities of international tax regulations or the impact of currency fluctuations on his income.
We began by creating a retirement income plan that balanced his need for stability with the potential for growth. This included a mix of fixed-income investments and global equities that provided a steady income stream while protecting against inflation. Given his new residency in France, we also advised him on the tax implications of his investments and worked to optimize his tax situation by leveraging France’s tax treaties with his home country.
To address his estate planning needs, we helped him establish a will and trust that complied with both French and international law, ensuring that his assets would be transferred smoothly to his heirs. Additionally, we provided ongoing support to help him navigate the financial aspects of his life in France, from managing day-to-day expenses to making charitable donations.
These case studies illustrate how Meta Partners delivers personalized financial solutions to meet the unique needs of our clients, regardless of their location or life stage. Contact us today to learn how we can help you achieve your financial goals.