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Upcoming Events

Webinars & Videos

Expats in France - Relocation & Immigration for American
01:02:19

Expats in France - Relocation & Immigration for American

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
Estate Planning & Year end Top Tips for Americans in the UK
01:00:19

Estate Planning & Year end Top Tips for Americans in the UK

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.
American Expats in France - How to get a Mortgage in France Quarterly Financial Forum - Q3 2023
01:00:22

American Expats in France - How to get a Mortgage in France Quarterly Financial Forum - Q3 2023

Simon Conn, Overseas Finance Specialist With clients around the world, Simon is among the leading overseas mortgage advisors globally, having been helping overseas residents obtain finance to buy real estate for over 35 years. Simon has appeared in numerous media, including The Wall Street Journal and BBC radio, and he also provides consumer guidance to industry publications such as Mortgage Strategy. 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
The New Digital SAT for Expat Parents and How to Prepare For It
42:56

The New Digital SAT for Expat Parents and How to Prepare For It

In January 2022, the College Board announced that SATs would “go digital” for international students starting in March 2023. In addition to the change in format, students will encounter different types of Reading and Writing questions and two Math modules that require use of an online calculator and new placement of various question types. In short, big changes are happening to this perennial rite of passage for adolescents. In this webinar, test prep tutor and President of Crimson Coaching Dr. P. (Dominique Padurano, Ph.D.) explains how the new SAT differs from the old version offered since 2016 and explains several ways that students should – and should NOT – prepare for it. --- Dr. P. (Dominique Padurano, Ph.D.) founded Crimson Coaching™, a boutique tutoring, test prep, and college counseling consultancy in 2014. Dr. P. has taught hundreds of students subjects from Algebra to French to Spanish to World History; prepared them to take standardized tests like the SAT, ACT, GRE, ISEE, SHSAT, and Regents and APs; and coached them to write applications that won them admissions to Harvard, Princeton, and other elite colleges. After earning her own Bachelor degree, magna cum laude, from Harvard College, Dr. P. taught SAT prep for the Princeton Review before going on to earn a Master’s in Education and a Ph.D. in History and to teach for more than a decade at some of the nation’s top high schools. Dr. P. works with clients worldwide and may be contacted directly at info@crimsoncoaching.com. --- Joshua Madden is a Financial Advisor with Dunhill Financial who specializes in helping Americans abroad invest and plan their finances for their future. As a US expat himself currently residing in the UK, who has lived and worked outside of the US for over a decade, he is keenly aware of the financial challenges Americans face while living in other countries. 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 © 2023 Dunhill Financial. All rights reserved. #financialplanning #financialadvice #expat #expats #digitalsat
Expats in France Quarterly Financial Forum - Q2 2023 - Inflation and The Cost of Living
59:28

Expats in France Quarterly Financial Forum - Q2 2023 - Inflation and The Cost of Living

Join our panel as we discussed financial planning, inflation and the cost of living for American expats in France in 2023. ------ 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/ 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. #financialplanning #france #inflation #financialadvice #expat #expats
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