
On Wednesday, January 29, and Thursday, January 30, U.S. financial planning firm Liberty Atlantic Advisors is offering 30-minute, 1:1 consultations at the Four Seasons Hotel Firenze. Book your complimentary sessions now! All Americans in Florence are welcome to come and ask any questions related to tax and financial planning situations as Americans living in Italy.
See below for the full financial and tax planning roster, in partnership with Rook CPAs and Ibanista:
- Alex Ingrim, Chartered MCSI: specialized in cross-border financial planning and wealth management for U.S. expats
- Nicolas Castillo, CPA: specialized in serving the U.S. expat community with tax preparation and planning for individuals and businesses
- Benjamin Small, Currency Exchange Specialist: Ensures expats get the most beneficial exchange rate to their target currency, potentially saving clients thousands in this volatile market and financial climate
Of note: All of the meeting facilitators have deep personal experience with living abroad, enabling them to provide nuanced professional insight.
Register now for an in-person consultation
Connect with professionals who have walked the same path and synthesized their expatriate experiences with their expert advisory services. Alex Ingrim, Nicolas Castillo, and Benjamin Small can provide tailored, U.S.-compliant advice to meet your needs, including:
- Investment management
- Individual taxes
- Business tax planning and advisory services
- Navigating retirement
- Inheritance planning
- Estate planning
- Purchasing a home
- Real estate investment
Start a conversation about long-term planning with Alex Ingrim

Developing a comprehensive cross-border financial plan is more than just talking numbers and asset allocation—it’s building a relationship based on trust and mutual respect. Having lived abroad for over a decade, moved internationally over half a dozen times, and worked as a senior investment analyst for major companies, Alex understands the nuances of expat life and brings an unmatched commitment to supporting fellow Americans in making informed decisions that secure his their and their family’s financial futures.
Understanding your U.S. tax obligations

Taxation without representation might be a thing of the past, but taxation without comprehension is a challenge expats face today. Nicolas Castillo, a CPA specializing in U.S. expat taxes, can clarify your tax responsibilities and outline concrete next steps for each circumstance. His expertise and previous experience working for a Big 4 American accounting firm ensures that Americans abroad comply with U.S. tax laws while optimizing their financial strategies. As a fellow American who has navigated the complexities of living overseas, Nicolas offers not just technical guidance but genuine understanding and compassion.
Dive into currency exchange with Benjamin Small

Moving abroad and living abroad often involve making some significant financial moves. But when you’re doing so across currencies, the numbers can add up quickly – and not just the dollar and euro signs. Sometimes, just getting the tally started feels impossible when trying to deal with foreign banks as an American. Contacting and connecting with banks and landlords can drain your patience, leaving you vulnerable to impulsively moving large sums of money at less-than-favorable rates. That’s where Benjamin comes in. As a foreign currency specialist, he works with foreigners like Americans to secure optimal conversion rates, serving as a bracing partner to steady you during what can quickly become a frustrating and lonely endeavor if not executed well. Fortunately, Benjamin’s work centers on supporting expats as a financial currency specialist.
Secure your spot today
Registrations for these personal consultations are now open! All conversations are confidential, ensuring a private and respectful environment to discuss your financial concerns, priorities, and aspirations.
Take the next step
Join us Wednesday, January 29, or Thursday, January 30 at the Four Seasons Hotel Firenze, located at Borgo Pinti, 99, from 9am to 6pm. Secure your complimentary consultation slot with Alex, Nicolas, and Benjamin today by registering through Eventbrite.