November 28, 2017
Meet the Expert
ABOUT THE TOPIC
Settling in the San Francisco Bay area and leaving France (at least temporarily) triggers many consequences for the Expat who needs to grapple with U.S tax system, French nonresident tax system and more globally needs to deal with a highly complex cross-border wealth management.
Join us to this “meet the expert” session and interact with our two experienced Investment Advisors Representatives on the pitfalls of maintaining nexus in France.
ABOUT THE SPEAKERS
Aurelie is a Senior Investment Advisor at Transatlantique Private Wealth LLC.
She has a demonstrated history in the banking industry before deciding to specialize in advising expats in Wealth Management. She experienced herself being an expat and understands the multiple implications of leaving a country to another.
Aurelie holds a Master’s Degree in International Economics from Pantheon-Sorbonne University, a LLM in International Taxation and a Master in International Wealth Management from ESCP Europe, Paris Campus.
Xavier came to San Francisco to manage an Investment Advisory Branch subsidiary of Banque Transatlantique CIC Group. Prior to joining Transatlantique Private Wealth, he was the Managing Director of CIC Private Banking in Aix-en-Provence for 8 years. He also held several positions within CM-CIC Asset Management for 6 years before that.
Xavier holds a Master degree in Banking and Finance from Université Lumière Lyon 2.
His understanding and experiences of financial markets and Private banking would help him in providing Investment Solutions here in California to those seeking real diversification in terms of assets, currency and booking.
ABOUT MEET THE EXPERT
Who? Expert & up to 12 participants
How? Our expert will tell you all about the theme of the day and will save some time for questions
When? Tuesday, November 28th, 5:30 PM - 7:30 PM
Where? FACCSF's office, 26 O'Farrell Street, #500, San Francisco, CA 94108 (map)
Why? Learn and network
Price? Free for members – Non-members: $35
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