Founded in 2010 by Cédric Sage, USAFrance Financials® specializes in financial services and wealth management for a large French-speaking clientele of individuals and companies, offering the advantages and services of a human-sized firm combined with the resources of large institutions. USAFrance Financials® is backed by prestigious partners with over 150 years’ experience in the financial sector. The company has a nationwide presence. Thanks to a unique planning process, it currently manages the finances of over 1,400 families and businesses, offering them solutions tailored to their individual needs. It also stands out for its expertise in employee benefits solutions, retirement plans and corporate exit strategies.

USAFrance Financials adopted an organizational structure, USAFrance Financials Group that includes:

• USAFrance Financials, specialized 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.