Financial Consultations for Americans in Madrid

Join us for "Financial Planning Consultations for Americans in Madrid", a unique opportunity to meet one-on-one with experts who specialize in addressing the financial and tax needs of US expatriates.

While most people only have to navigate the tax laws of the country they live in, Americans abroad face the additional challenge of complying with both local and US tax regulations. That’s where Chase Buchanan USA comes in—offering tailored financial and tax planning services designed to help you manage this complexity with ease. Our approach starts by reviewing your entire asset base, the US-Spain Double Taxation Agreement, and your personal financial goals to create a customized strategy that supports your long-term success. As a US Registered Investment Advisory firm, we are legally obligated to act in your best interests, ensuring that you receive personalized, transparent guidance.

In partnership with Ibanista, we can also help you achieve optimal exchange rates for your international currency transfers. Ibanista’s mission is to simplify the process of moving money across borders, making life abroad more financially efficient for expatriates.

Additionally, Moving to Spain will be on hand to provide expert advice on insurance and residency/visa options for expatriates. Moving to Spain provides expert guidance on insurance options, helping you find the most affordable coverage, whether to meet visa requirements or access better medical care. They also offer tailored support with visa applications, including non-lucrative, golden, and work visas, and assist with the residency process, ensuring all paperwork is handled smoothly for an easy transition to living in Spain.

• US expatriates living in Madrid
• Dual citizens managing finances across borders
• Individuals with financial interests or investments in the US

Date: Wednesday, November 13th, 2024
Location: Hotel Vincci Soho, Madrid
Registration: Schedule your 30-minute consultation between 9:00 AM - 6:00 PM.

Register now to secure your personalized consultation and gain expert advice on managing your finances across borders!

MEET THE EXPERTS:

ALEX INGRIM - Originally from Alaska, and growing up in the Pacific Northwest, Alex has lived abroad, in various countries, for over 15 years. He has significant experience with the complications of living abroad as an American and has lived and worked in France, Canada, the UK, Italy, and Malta. As a result, Alex has a nuanced understanding of how the US financial system interacts with others, including the French, Italian, Spanish, Portuguese, and British systems.
Alex started his career in London, and previously specialized in investment analysis for large, international wealth management organizations. He focuses on building long-term relationships with Americans living in Europe and excels at holistically guiding them through the intricacies of cross-border financial planning.

Alex is based in Florence, Italy, where he resides with his wife and two sons.

ALASTAIR JOHNSON, a serial Expat now happily living in Spain. Alastair has a background in large Corporate IT management and program delivery. Together with his wife Alison, they launched a business to help people experience what they have - the rewards that come with Moving to Spain.
Since their arrival in Spain in 2015, they loved the country. It offers so much beauty, culture, and richness of daily life. And the Spanish lifestyle suits them well. But there have been frustrations with red tape, immigration law, taxation, banking, language, and more.
Moving to Spain (https://movingtospain.com) is response to the frustration - how can they help people to have all the good parts of life in Spain while minimizing the bad bits... They've found the best experts, sourced the best partners, written the most comprehensive guides, and created a unique tool kit - all to make moving to Spain easier.

RICARDO JESUS - A native of the breathtaking Algarve in Portugal, Ricardo made his mark in the US through competitive tennis, securing full academic and sports scholarships that paved the way for his American education. After graduating from the University of Mississippi (Ole Miss) and later earning an MBA from the University of Tulsa, Ricardo settled into a career in the finance world.

Now based out of the Algarve, Ricardo specializes in financial strategies for clients in Portugal, France, Spain, and Italy. His expertise covers financial and tax planning, alongside smart investment management. He has a knack for simplifying the complexities of global financial planning.

BENJAMIN SMALL - Having moved to and from France with a young family either side of Brexit. It was clear the financial landscape for Europe was shifting. Ben felt it was difficult to keep track of the different options to move money around, invest smartly and make sure he wasn't missing a trick on the tax front.
Friends and family, split across France and the UK all had their own way of doing things, but no one really had a handle on what made sense for families sharing their time between countries, let alone continents. Ben had built up a great network through working in finance for half a decade and decided he would start asking the right questions and find solutions that might help other people with the same problem.
The response was overwhelming - a testament to the need for such support. It was clear that there was not only a demand for solutions but also a desire to collaborate on this mission. And so, Ibanista was born, a result of collective effort and expertise, dedicated to empowering families and individuals navigating the complexities of international finance.

Event Venue & Nearby Stays

Hotel Vincci Soho, 18 Calle del Prado, Madrid, Spain