Moving from the US to Spain

Are you an American considering a move to Spain or recently arrived? This online session will guide you through the essentials of managing your wealth across borders. Our speakers will share insights on how to organize your financial assets in the US, understand brokerage and investment options for non-residents, and navigate estate planning and currency risk. You’ll also gain a clear overview of the Spanish tax obligations you’ll face once you settle in, helping you prepare for a smooth financial transition abroad.

Meet our speakers:

Shane Clark is President and co-founder of EAFA (https://www.eurousafa.com/). He specializes in financial advice and investment management for Americans moving to and living in Europe. With over 10 years of experience in international financial markets, he designs balanced and diversified global portfolios for long-term returns. Shane has been an expat for 15 years and holds an MPhil in Economics from the University of Strathclyde.

Louis Williams is the co-founder of Entre Trámites (https://entretramites.com/), a consultancy specialized in legal, tax, and administrative support for expats in Spain. With extensive experience advising international clients, he focuses on making the transition to life in Spain easier by guiding newcomers through Spanish tax obligations, business setup, and residency processes. Louis has helped hundreds of expats successfully navigate the complexities of Spanish bureaucracy, combining practical expertise with a clear and approachable style.