Transform Your Business Strategy Today
U.S. Expat
For Americans living in Europe
US Expat is a concierge‑style platform supporting U.S. citizens in Portugal and across the EU. We focus on fiduciary financial planning, practical tax coordination with licensed tax pros, and lifestyle guidance so you can settle in smoothly and stay compliant.
Advisory Practice
Planning you’ll actually use
I help professionals and families create clear, durable plans: cash flow, retirement, investing, risk management, and cross‑border considerations when applicable. We set priorities, assign next steps, and review at a steady cadence so progress feels achievable.
Golf
Golf
Relationship‑first growth
Golf (TBD) is my high‑ROI outreach model—curated rounds, charity events, and follow‑ups that turn shared experiences into lasting partnerships. It’s about consistent reps, generous introductions, and measurable outcomes.
Play with Bennett
Build a better plan between shots.
Some of Bennett’s best client relationships started on the course. Golf creates uncommon time—four hours without a screen—where we can talk about what really matters: family, big goals, risk, and the trade‑offs in between. Whether you’re a scratch player or just getting started, a round with Bennett is a low‑pressure way to connect, compare notes, and see how he thinks through strategy—on the card and in life.
Formats
- Walk & Talk 9 (≈2 hours) – Perfect for first conversations. Focus on priorities and quick wins.
- Strategic 18 (≈4 hours) – Deeper dive into goals, structures, and timelines while playing a full round.
- Practice Session (60–90 min) – Range + short‑game chat; great if you’re new to golf or short on time.
- Charity/Pro‑Am Days – Bennett regularly supports events; inquire about upcoming opportunities.
What You’ll Get
- Clarity: Align goals, constraints, and next steps.
- A Thought Partner: How Bennett frames risk/reward and course‑manages decisions.
- A Follow‑Up Summary: Key takeaways and an optional action checklist sent after the round.
- An Ongoing Invite: If there’s a fit, we’ll map a path to working together.
Who It’s For
- Founders, executives, and families facing decisions with cross‑border or multi‑jurisdiction complexity
- Professionals who prefer real conversations over boardroom slides
- Golfers of any level who value pace, etiquette, and good company
Etiquette & Accessibility
- All abilities welcome—no scorecard pressure
- We play ready golf, keep pace, and respect the course
- Walking or riding as available; caddies when possible
Investment & Logistics
- Complimentary for qualified prospective clients and COIs (limit one per household; guest fees may apply)
- Client rounds: Hosted periodically—ask about the next date
- Greens/cart/caddie fees: Settled per club policy
- Rescheduling/weather: Flexible; we’ll make it easy