Jonathan
Henkels
,
CFP(R), GFP (USA) Fellow
Firm Details
I help individuals, families, and business owners navigate the tax complexities of living, working, investing, or moving across borders. My practice focuses on proactive tax planning, cross-border tax compliance, and integrated financial planning for clients with U.S. and European connections, particularly Germany, France, and Luxembourg. When broader investment management is appropriate, I coordinate those services through Friese Financial Partners so clients receive comprehensive advice without losing sight of tax efficiency.
Countries of Expertise
United States, Germany, France, Luxembourg
Biography
As a dual citizen of Luxembourg and the United States, I have always been globally minded even in my first career as a social studies teacher. Since transition to the financial advisory world in 2018, I have come to love planning for global clients in particular. We tend to have a lot in common in how we view the world, and there is a special need for expertise to ensure they are getting the most from their money and being efficient in cross-border tax and compliance. It is my pleasure to be a resource for everyone that I have the opportunity to speak with.
Specialties
Inbound/Outbound Planning,Wealth Management,Financial Planning,Tax Planning,Estate Planning,Global Investment Planning,Retirement Planning,Education Planning,Risk Management
Billing Types
Fee-only,Project-Based,Hourly,Other
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