USAFrance Financials®, the wealth management firm dedicated to the French community in the United States, announced a major development with the creation of USAFrance Financials Group, its new organizational structure. This grouping includes three entities: USAFrance Financials, as well as two new branches USAFrance Multi-Family Office and USAFrance Business Services. The reorganization aims to support high net-worth individuals across the Atlantic and provide strategic advisory services to French companies based in the USA.
Olivier Sureau, a Chartered Accountant and Certified Public Accountant, joined the team as Director and Partner of the two new branches.
A new concept for high-net-worth individuals and entrepreneurs
The USAFrance Financials introduced a financial concierge service for high-net-worth clients, the Multi-Family Office, which provides tailor-made advice and top-of-the-range services adapted to the transatlantic context, exclusively aimed at high-net-worth individuals residing in the United States. At the same time, USAFrance Business Services provides strategic support to companies at every stage of their development: creation, management, transmission and resale. In particular, this branch will offer, among others, employee benefit and pension plans, designed to retain talent.
A stronger team with the arrival of Olivier Sureau
As part of its commitment to providing excellent service to its clients and working only with the best specialists, the USAFrance Financials team welcomed Olivier Sureau, co-founder of Jade Fiducial one of the largest international Franco-American tax advisory firms, as a new partner and Director of Private Clients for the USAFrance Multi-Family Office and USAFrance Business Services branches.
“I am honored to join USAFrance Financials in this new organization, which will enable us to expand our service offering to better support high net-worth clients while addressing the unique challenges of French businesses in the U.S., supporting them at every stage of their growth,” says Olivier Sureau, Director of USAFrance Multi-Family Office and USAFrance Business Services.
Reorganization to better serve French clients in the USA
To meet its continued growth and the diversified needs of its customers and prospects, USAFrance Financials adopted an organizational structure, USAFrance Financials Group, which includes:
● USAFrance Financials – specializing in financial planning and retirement services for individuals and businesses. Each customer is assigned a dedicated, long-term contact, able to bring together all the experience of the Group and our network of partners.
● USAFrance Multi-Family Office – A tailor-made wealth and lifestyle concierge service designed to meet the needs of affluent families.
● USAFrance Business Services – dedicated to business owners, executives and benefits management.
Cédric Sage, founder of USAFrance Financials, comments: “Our mission is to serve the French community in the United States with financial solutions adapted to their realities. Thanks to our team of specialists, we understand the unique challenges they face, enabling us to manage all aspects of their finances. Committed to providing excellent service, we work with only the best specialists to ensure effective support for our customers.”
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