01 / Your situation
I am preparing to leave
Set out the dates, the assets you will keep in France and the checks to make before deciding.
Prepare for my departure →Your wealth between France and Spain
Moving to Spain?
Let's prepare your finances too
Moving, returning, buying or selling? Before you commit, let's check how the decision affects your assets in France and your life in Spain.
40 minutes · Confidential · No obligation
Private advice · Your priorities first
Living in Spain with assets in France: what should you arrange?
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Understand the consequences in both countries
Review how your French property, policies and income are affected by your situation in Spain.
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Less back-and-forth between advisers
Identify the information your advisers need in common and the checks each specialist should make.
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A calendar for your projects
Plan the steps involved in leaving, returning or reorganising your finances.
Getting closer to a purchase, sale or move? Coordinate the French and Spanish checks before you commit.
Your point of departure
What stage are you at?
Choose the situation closest to yours. You will find the questions worth considering before you decide.
02 / Your situation
I already live in Spain
Review contracts, income, real estate and protection needs in your current situation.
Review my situation →03 / Your situation
I am preparing to return
Put in order your calendar, your ongoing commitments and the projects you want to finance in France.
Prepare for my return →The method
Where should
you start?
Buying, selling, investing or moving abroad can affect several parts of your finances. We identify what needs attention first and what can wait.
Understand your needs
Tell me what you want to achieve, what worries you and which decisions are coming up.
Set priorities
We identify the questions to examine and whether your accountant, notary or another specialist needs to be involved.
Agree on next steps
You know what I will do, what it will cost and what information we need before making a decision.
Decisions to be coordinated
A decision in Spain
can change your obligations in France
I help connect the different questions and identify the checks to make with the relevant professionals. Moving country involves more than choosing a new investment.
Residence and calendar
Planned dates, places of residence, activities and obligations to review with the relevant professionals.
Contracts and assets in France
Contracts held, their conditions, real estate, debts and liquidity requirements.
Family and projects
The income you expect, the people you want to protect and the projects your money needs to fund.
Who can I help?
I mainly work with business owners, families with wealth decisions to make, and people with assets or interests in France and Spain. If your situation is different, we can discuss whether I can help.
How does the first meeting work?
The first meeting lasts 40 minutes. It is confidential and comes with no obligation.
What will I get from the first meeting?
We identify your main questions, what needs a closer look and the next step. This first meeting does not automatically include a full review, a written report or an investment recommendation.
Will I have to buy a financial product?
No. We may find that you do not need to do anything immediately. Any recommendation depends on your circumstances, goals and whether a change is actually worthwhile.
Directly with Gary
Have a question about your investments or your situation?
Reviewing a policy, investing cash, selling a business or moving abroad? Let's discuss it in a 40-minute meeting. I will help you identify what needs to be considered before you commit.
Choose a time with Gary
- Confidential, with no obligation
- 40 minutes · Video call