This video covers the basics of our new DF-Direct offering, a low-cost robo-advisory service for US expats. It's ideal for both first time and seasoned investors, allowing for personalized portfolios and no minimum investment. Brian Dunhill is a Financial Planner with a core emphasis on concentrated positions, and retirement planning for Expatriates. Past positions have led him to work in many capacities for prestigious firms on Wall Street including UBS, Lehman Brothers, and A.G. Edwards. Working as an analyst, in compliance and as a Financial Advisor has given him the full perspective on the operations of a financial firm. Find out more and get in touch with us at: https://www.df-direct.com/ https://www.dunhillfinancial.com/ LinkedIn: https://www.linkedin.com/company/dunhill-financial-llc Twitter: https://twitter.com/DunhillFin Facebook: https://www.facebook.com/AmericanExpatFinances DUNHILL FINANCIAL, LLC IS A REGISTERED INVESTMENT ADVISER. INFORMATION PRESENTED IS FOR EDUCATIONAL PURPOSES ONLY AND DOES NOT INTEND TO MAKE AN OFFER OR SOLICITATION FOR THE SALE OR PURCHASE OF ANY SPECIFIC SECURITIES, INVESTMENTS, OR INVESTMENT STRATEGIES. INVESTMENTS INVOLVE RISK AND UNLESS OTHERWISE STATED, ARE NOT GUARANTEED. BE SURE TO FIRST CONSULT WITH A QUALIFIED FINANCIAL ADVISER AND/OR TAX PROFESSIONAL BEFORE IMPLEMENTING ANY STRATEGY DISCUSSED HEREIN. Copyright © 2024 Dunhill Financial. All rights reserved.

Topic: How to turn your property into rental income Join us for just one hour during which the team at Dunhill Financial and the Adrian Leeds Group pinpoint topics that specifically concern North American expatriates living in France. We’ll be discussing real estate and tax issues for North Americans wanting to move to France, or who are already living here. Our speakers include Brian Dunhill of Dunhill Financial, author Joe Siart (aka Joe Start) , and Adrian Leeds of the Adrian Leeds Group “French Property the American Way” and each quarter, we will discuss a different topic and offer you a guest speaker. Brian Dunhill is a Financial Planner with a core emphasis on concentrated positions, and retirement planning for Expatriates. Past positions have led him to work in many capacities for prestigious firms on Wall Street including UBS, Lehman Brothers, and A.G. Edwards. Working as an analyst, in compliance, and as a Financial Advisor has given him the full perspective on the operations of a financial firm. Joe Siart (a.k.a. Joe Start) is a real estate pro of self-managed properties in France and author of “French License” and his latest book, “My Property Payday, Turn Your Spaces into Rental Income”, available in digital or paperback at mypropertypayday.com. He helps property owners with advice and tools to stay out of “trouble” and grow their property income. Adrian Leeds is a French property expert and consultant who speaks at conferences and seminars in both the U.S. and France on a variety of related topics about living and investing in France. Her site, adrianleeds.com, provides a wealth of information for Francophiles and a full range of services related to purchasing or renting property in France. She is the author and publisher of several weekly “Nouvellettres®” providing information on France since 1998. Find out more and get in touch with us at: https://www.dunhillfinancial.com/ www.df-direct.com LinkedIn: https://www.linkedin.com/company/dunh... Twitter: https://twitter.com/DunhillFin Facebook: https://www.facebook.com/AmericanExpa... DUNHILL FINANCIAL, LLC IS A REGISTERED INVESTMENT ADVISER. INFORMATION PRESENTED IS FOR EDUCATIONAL PURPOSES ONLY AND DOES NOT INTEND TO MAKE AN OFFER OR SOLICITATION FOR THE SALE OR PURCHASE OF ANY SPECIFIC SECURITIES, INVESTMENTS, OR INVESTMENT STRATEGIES. INVESTMENTS INVOLVE RISK AND UNLESS OTHERWISE STATED, ARE NOT GUARANTEED. BE SURE TO FIRST CONSULT WITH A QUALIFIED FINANCIAL ADVISER AND/OR TAX PROFESSIONAL BEFORE IMPLEMENTING ANY STRATEGY DISCUSSED HEREIN. Copyright © 2023 Dunhill Financial. All rights reserved. #financialplanning #france #inflation #financialadvice #expat #expats

This video covers the basics of our new DF-Direct offering, a low-cost robo-advisory service for US expats. It's ideal for both first time and seasoned investors, allowing for personalized portfolios and no minimum investment. Brian Dunhill is a Financial Planner with a core emphasis on concentrated positions, and retirement planning for Expatriates. Past positions have led him to work in many capacities for prestigious firms on Wall Street including UBS, Lehman Brothers, and A.G. Edwards. Working as an analyst, in compliance and as a Financial Advisor has given him the full perspective on the operations of a financial firm. Find out more and get in touch with us at: https://www.df-direct.com/ https://www.dunhillfinancial.com/ LinkedIn: https://www.linkedin.com/company/dunhill-financial-llc Twitter: https://twitter.com/DunhillFin Facebook: https://www.facebook.com/AmericanExpatFinances DUNHILL FINANCIAL, LLC IS A REGISTERED INVESTMENT ADVISER. INFORMATION PRESENTED IS FOR EDUCATIONAL PURPOSES ONLY AND DOES NOT INTEND TO MAKE AN OFFER OR SOLICITATION FOR THE SALE OR PURCHASE OF ANY SPECIFIC SECURITIES, INVESTMENTS, OR INVESTMENT STRATEGIES. INVESTMENTS INVOLVE RISK AND UNLESS OTHERWISE STATED, ARE NOT GUARANTEED. BE SURE TO FIRST CONSULT WITH A QUALIFIED FINANCIAL ADVISER AND/OR TAX PROFESSIONAL BEFORE IMPLEMENTING ANY STRATEGY DISCUSSED HEREIN. Copyright © 2024 Dunhill Financial. All rights reserved.

Join us for an hour in which we discuss recent economic trends and developments on how we see the economy and markets evolving in the coming months, and how this affects our strategy going forward. Find out more and get in touch with us at: https://www.dunhillfinancial.com/ LinkedIn: https://www.linkedin.com/company/dunhill-financial-llc Twitter: https://twitter.com/DunhillFin Facebook: https://www.facebook.com/AmericanExpatFinances DUNHILL FINANCIAL, LLC IS A REGISTERED INVESTMENT ADVISER. INFORMATION PRESENTED IS FOR EDUCATIONAL PURPOSES ONLY AND DOES NOT INTEND TO MAKE AN OFFER OR SOLICITATION FOR THE SALE OR PURCHASE OF ANY SPECIFIC SECURITIES, INVESTMENTS, OR INVESTMENT STRATEGIES. INVESTMENTS INVOLVE RISK AND UNLESS OTHERWISE STATED, ARE NOT GUARANTEED. BE SURE TO FIRST CONSULT WITH A QUALIFIED FINANCIAL ADVISER AND/OR TAX PROFESSIONAL BEFORE IMPLEMENTING ANY STRATEGY DISCUSSED HEREIN. Copyright © 2024 Dunhill Financial. All rights reserved.

Jonathan started Hadida Tax Advisors in 2021 with the goal of providing top-quality service to expats in and around France. A lawyer by trade and an accountant at heart, Jonathan holds a Masters’ Degree in International Business Law from McGill University, a J.D. from Osgoode Hall Law School (common law degree) and an LL.B. (civil law degree) from Université de Montreal. Jonathan is an attorney licensed with the New York Bar. https://www.hadtax.com/ Adrian Leeds speaks at conferences and seminars in both the U.S. and France on a variety of related topics to living and investing in France. Her site adrianleeds.com provides a wealth of information for Francophiles as well as reservations and booking services of luxury apartments for a select group of property owners in Paris and Nice. She is the author and editor of the Parler Paris and Parler Nice Nouvellettres®. Brian Dunhill is a Financial Planner with a core emphasis on concentrated positions, and retirement planning for Expatriates. Past positions have led him to work in many capacities for prestigious firms on Wall Street including UBS, Lehman Brothers, and A.G. Edwards. Working as an analyst, in compliance and as a Financial Advisor has given him the full perspective on the operations of a financial firm. Find out more and get in touch with us at: https://www.dunhillfinancial.com/ www.df-direct.com LinkedIn: https://www.linkedin.com/company/dunhill-financial-llc Twitter: https://twitter.com/DunhillFin Facebook: https://www.facebook.com/AmericanExpatFinances DUNHILL FINANCIAL, LLC IS A REGISTERED INVESTMENT ADVISER. INFORMATION PRESENTED IS FOR EDUCATIONAL PURPOSES ONLY AND DOES NOT INTEND TO MAKE AN OFFER OR SOLICITATION FOR THE SALE OR PURCHASE OF ANY SPECIFIC SECURITIES, INVESTMENTS, OR INVESTMENT STRATEGIES. INVESTMENTS INVOLVE RISK AND UNLESS OTHERWISE STATED, ARE NOT GUARANTEED. BE SURE TO FIRST CONSULT WITH A QUALIFIED FINANCIAL ADVISER AND/OR TAX PROFESSIONAL BEFORE IMPLEMENTING ANY STRATEGY DISCUSSED HEREIN. Copyright © 2024 Dunhill Financial. All rights reserved. #financialplanning #france #financialadvice #expat #expats #tax #taxplanning

Join us for an hour in which we discuss recent economic trends and developments on how we see the economy and markets evolving in the coming months, and how this affects our strategy going forward. Find out more and get in touch with us at: https://www.dunhillfinancial.com/ LinkedIn: https://www.linkedin.com/company/dunhill-financial-llc Twitter: https://twitter.com/DunhillFin Facebook: https://www.facebook.com/AmericanExpatFinances DUNHILL FINANCIAL, LLC IS A REGISTERED INVESTMENT ADVISER. INFORMATION PRESENTED IS FOR EDUCATIONAL PURPOSES ONLY AND DOES NOT INTEND TO MAKE AN OFFER OR SOLICITATION FOR THE SALE OR PURCHASE OF ANY SPECIFIC SECURITIES, INVESTMENTS, OR INVESTMENT STRATEGIES. INVESTMENTS INVOLVE RISK AND UNLESS OTHERWISE STATED, ARE NOT GUARANTEED. BE SURE TO FIRST CONSULT WITH A QUALIFIED FINANCIAL ADVISER AND/OR TAX PROFESSIONAL BEFORE IMPLEMENTING ANY STRATEGY DISCUSSED HEREIN. Copyright © 2024 Dunhill Financial. All rights reserved.

Daniel Tostado is a French attorney (avocat à la cour) and US attorney-at-law (New York) who runs a law firm in Paris for French-inbound immigration. Daniel handles French visas, residency permits, and naturalization applications. He offers both consultations or full-on assistance depending on the needs of each applicant. Adrian Leeds speaks at conferences and seminars in both the U.S. and France on a variety of related topics to living and investing in France. Her site adrianleeds.com provides a wealth of information for Francophiles as well as reservations and booking services of luxury apartments for a select group of property owners in Paris and Nice. She is the author and editor of the Parler Paris and Parler Nice Nouvellettres®. Brian Dunhill is a Financial Planner with a core emphasis on concentrated positions, and retirement planning for Expatriates. Past positions have led him to work in many capacities for prestigious firms on Wall Street including UBS, Lehman Brothers, and A.G. Edwards. Working as an analyst, in compliance and as a Financial Advisor has given him the full perspective on the operations of a financial firm. Find out more and get in touch with us at: https://www.dunhillfinancial.com/ www.df-direct.com LinkedIn: https://www.linkedin.com/company/dunh... Twitter: https://twitter.com/DunhillFin Facebook: https://www.facebook.com/AmericanExpa... DUNHILL FINANCIAL, LLC IS A REGISTERED INVESTMENT ADVISER. INFORMATION PRESENTED IS FOR EDUCATIONAL PURPOSES ONLY AND DOES NOT INTEND TO MAKE AN OFFER OR SOLICITATION FOR THE SALE OR PURCHASE OF ANY SPECIFIC SECURITIES, INVESTMENTS, OR INVESTMENT STRATEGIES. INVESTMENTS INVOLVE RISK AND UNLESS OTHERWISE STATED, ARE NOT GUARANTEED. BE SURE TO FIRST CONSULT WITH A QUALIFIED FINANCIAL ADVISER AND/OR TAX PROFESSIONAL BEFORE IMPLEMENTING ANY STRATEGY DISCUSSED HEREIN. Copyright © 2023 Dunhill Financial. All rights reserved. #financialplanning #france #inflation #financialadvice #expat #expats

Are you an American expat looking to navigate the complexities of US estate planning with UK inheritance tax planning? This interactive online session is specifically tailored for Americans living in the UK to provide valuable insights and expert commentary and will include some year-end “Top Tips”. Brian Dunhill Founder at Dunhill Financial Brian is a Financial Planner with a core emphasis on concentrated positions, and retirement planning for Expatriates. Past positions have led him to work in many capacities for prestigious firms on Wall Street including UBS, Lehman Brothers, and A.G. Edwards. Nathan Prior - Head of PWM International at Partners Wealth Management Nathan is the Head of PWM International at Partners Wealth Management, working not only with UK based families, but also those that are non-domiciled in the UK and those that have personal US tax considerations. Before joining the firm in 2015, Nathan worked at international wealth management businesses Merrill Lynch and Julius Baer and is now recognised as one of the leading independent advisers working with US citizens in the UK. James Frampton - Partner at Michelmores LLP James is a partner at Michelmores LLP and advises both UK and international individuals and families on UK tax, trusts and succession planning. A large part of James' practice is advising US connected clients in relation to their estate planning working with US attorneys and advisers to give joined up estate planning advice.

Join us for an hour in which we discuss recent economic trends and developments on how we see the economy and markets evolving in the coming months, and how this affects our strategy going forward. Find out more and get in touch with us at: https://www.dunhillfinancial.com/ LinkedIn: https://www.linkedin.com/company/dunhill-financial-llc Twitter: https://twitter.com/DunhillFin Facebook: https://www.facebook.com/AmericanExpatFinances DUNHILL FINANCIAL, LLC IS A REGISTERED INVESTMENT ADVISER. INFORMATION PRESENTED IS FOR EDUCATIONAL PURPOSES ONLY AND DOES NOT INTEND TO MAKE AN OFFER OR SOLICITATION FOR THE SALE OR PURCHASE OF ANY SPECIFIC SECURITIES, INVESTMENTS, OR INVESTMENT STRATEGIES. INVESTMENTS INVOLVE RISK AND UNLESS OTHERWISE STATED, ARE NOT GUARANTEED. BE SURE TO FIRST CONSULT WITH A QUALIFIED FINANCIAL ADVISER AND/OR TAX PROFESSIONAL BEFORE IMPLEMENTING ANY STRATEGY DISCUSSED HEREIN. Copyright © 2023 Dunhill Financial. All rights reserved. #expat #financialplanning #econonomicupdate #investing2023 #investing #financialadvice #livingabroad