Nicolas Benit
Helping French Families Navigate Cross-Border Finances
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Serving Clients Nationwide
Helping French Families Navigate Cross-Border Finances
Areas of Focus
- Buying a House
- Capital Gains
- Direct/Personal Indexing
- Employee Stock Options
- Equity Compensation Options
- Estate Planning
- International and Cross-border Planning
- Investment Management
- Real Estate Investing
- Retirement Planning
- Retiring Early (F.I.R.E)
- Socially Responsible Investing
- Tax-Efficient Planning
About Nicolas Benit
Hi, I’m Nicolas Benit, a Fee-Only Fiduciary Financial Planner and Investment Advisor with Oui Financial.Are you a French expatriate, a dual-citizen, or a mixed French-American family navigating the complexities of cross-border finances?
I am here to help you translate that complexity into clarity and peace of mind. Managing wealth across two different tax and legal systems is challenging, and my goal is to build a sustainable financial strategy tailored strictly to your unique life scenario.
Originally from Carcassonne, France, I have built a deep expertise in wealth management over the last decade, working at renowned institutions such as Banque Courtois and Société Générale before joining Oui Financial.
Today, I serve clients in the Bay Area, Silicon Valley, US country and nationwide, helping them bridge the gap between their lives in the U.S. and France.
How I can help you:
Whether you are settling in the U.S. for the long term, planning an eventual retirement in France, or simply trying to optimize your assets today, I specialize in addressing the specific hurdles you face. This includes navigating the U.S.-France tax treaty, optimizing U.S. retirement accounts (401k, IRA) alongside French assets (Assurance Vie, real estate), managing currency risk, and planning cross-border estate strategies.
As a fee-only fiduciary, I do not sell products or earn commissions. My only priority is your financial success.
What my clients say:
"Nicolas somehow manages to take all of that complexity and explain it clearly, patiently, and intelligently... we feel like we have a brilliant, deeply invested partner helping us navigate major life decisions." — Laurent B., Client.
My approach is based on active listening, transparency, and education. Together, we will ensure you are making the most informed decisions for your capital, big or small.
Note : Bien entendu, nos échanges et la définition de votre stratégie financière peuvent se faire intégralement en français !
Primary Location
San Francisco, CA 94108
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Flat Fee
- Hourly Rate
- Percentage of Assets Managed
What to expect in the first meeting
Click the "Book a complimentary, no-obligation 45-minute intro call" button above and complete the short survey to qualify for a complementary financial strategy session. We'll sit down to discuss your situation, your goals, and any concerns you have about your finances in the U.S. and France, and I'll answer your questions so we can determine the best way to move forward. I look forward to speaking with you.Offers Investment Management
Yes
About Oui Financial
Managing your money as a mixed French-American family is a complex task with various challenges. In-depth and bilingual expertise in the tax, legal, and economic environment of the two countries is essential for the best possible outcome.At Oui Financial, we share our expertise with our French-American clients wherever they live. We empower you with the means – and knowledge – to make the most informed decisions about your money.
We simplify your French-American financial challenges by providing a practical and straightforward approach to the world of American finance.
How Oui Financial is Different From The Rest
Financial Education
At Oui Financial, we empower you with the means and knowledge needed to make the best decisions regarding your capital, large or small.
Professional Ethics
As a Fee-Only Fiduciary, we prioritize your financial interests. Unlike some financial advisers, we don't sell financial products, nor do we receive commissions.
Personalized Support
Oui Financial has the experience to understand your situation, whether you're new to the United States, settled for the long term, or ready to return to France or anywhere else in the world.
Socially Responsible
Oui Financial makes it a priority to invest primarily in socially responsible funds that offer growth and sustainability.
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Advisory services are offered through We Financial Group LLC, an investment adviser registered with the U.S. Securities and Exchange Commission.
Education
Brest Business School, Master 2 (M2), Finance and Financial Management Services
Languages
- French
Hobbies and Interests
- Family
- Sports
- Traveling
SEC Lookup
View DisclosureWho We Serve
- Americans Living Abroad
- Business Owners
- Corporate Executives
- Dual Income Family
- Entrepreneurs
- Expats
- Families
- Foreign-Born Individuals
- High Net Worth
- Immigrants
- Intergenerational Families
- Technology Professionals
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Write a Review
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Great experience working with Nicolas and Oui Financial
Thorough overview of French-American financial and retirement landscape
Avantages et inconvenients pour retour en France
Exceptional Expertise, Extraordinary Human Care
Fantastic financial advisor
temps bien investit
Advisor you need to interact with if you are French American
Information and webinar
Good experience
Great experience!
It could not have been better! Ça n'aurait pas pu mieux se passer!
Intro Call
Clear and knowledgeable advice on French/American finance
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