The American Expat Blueprint
Tax Compliance & Wealth Planning in Spain. An essential session for U.S. citizens living in, or relocating to, Spain.
A practical session unpacking the two sides of the American expat puzzle: U.S. tax compliance abroad and long-term wealth planning in Spain.
For Americans building a life in Spain
This webinar is designed for U.S. citizens living in Spain, planning to relocate, or managing financial responsibilities across both countries.
Join SJB Global and Aequify for an essential session designed for U.S. citizens living in, or relocating to, Spain.
Together we’ll unpack the two sides of the American expat puzzle: U.S. tax compliance obligations abroad and the broader wealth planning decisions that come with living internationally.
- Understand key U.S. tax compliance considerations for expats abroad.
- Explore investment and pension planning issues when living in Spain.
- Consider cross-border estate planning and long-term wealth visibility.
- Learn how technology and specialist advice can support better decision-making.
Specialist guidance from cross-border experts
Randal Stephens
Randal is an experienced international financial adviser specialising in retirement planning for UK expats and internationally mobile clients. Drawing on his analytical background and years of experience working with non-UK residents, he helps clients build long-term financial strategies aligned with their future goals. He joined SJB Global in 2018, attracted by the firm’s shared values and client-first approach.
Matthew Quinn
With decades of cross-border financial expertise, Matthew Quinn is uniquely positioned to guide internationally mobile clients through complex investment, retirement, and insurance planning.
Having built his career across the UK, Ireland, Spain, France, and the United States, Matthew brings a truly global perspective to wealth management.
Puneet Gupta
Puneet is the CEO of Aequify, an AI platform helping expats manage cross-border finances across 30+ countries, with a focus on financial visibility and tax complexity.
Before founding Aequify, he was a General Manager at Amazon and earlier worked as a financial advisor and ship captain.
Join the live session
Register for the webinar and gain practical insight into U.S. tax compliance, wealth planning, and the financial decisions American expats face when living in Spain.