Helping You...
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Plan your business/income relocation
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Manage relocation expenses
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Early plan and first steps
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Set expectations
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Refine your decision process
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Avoid costly mistakes
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Find English speaking vendors
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Find vendors that perform
Specializing in
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Dubai
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Puerto Rico
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Paraguay
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Costa Rica
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Helping you plan a successful relocation
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Strategic relocations or Plan B "Lite"
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Residencies and citizenships
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Global wealth protection structures
....but many of our methodologies will apply to any location.
While every need is different, we will also share where we decided not to go and why, and where to find networks of like-minded people who are making the same decisions as you.
Our Goal
My goal is to share the experience and knowledge I have gained over the last 5 years in my own relocation journey, but at a reasonable cost. The world is constantly changing and my goal is to provide a realistic view of offshore alternatives, the decisions that I made and why, and methods to achieve your goals.
I entered Puerto Rico, Costa Rica, Dubai and Paraguay (business and personal) all without assistance from a global relocation company. My local contacts I share, I found myself, boots on the ground and making calls, and by networking with others doing the same. But the planning and research took me a lot of time, many boots on the ground travel missions, and a research assistant, and my path changed several times. The options, business and lifestyle realities in each location are complex.
Really understanding your needs and detail planning can shortcut your process and save a lot of time and money.
We specialize in businesses and individuals with net worth under $1 million USD.
What We Offer
Through our services we share our:
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Decision Methodologies
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Our personal findings and experiences
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Contact lists
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Lists of things to consider
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Help you avoid common pitfalls
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Lite options vs. all-in approaches
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Global structures and common wealth strategies
We can also provide real live support in certain locations such as:
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Live introductions
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Real estate on-the ground assistance
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Farmland purchase and lifestyle guide
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Legal resources in each country
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English speaking resources
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City and farm tours
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Security advisory services
Instead of managing the set up for you I focus on what the others don't - mentoring you through the up-front planning process - more than just a couple of 1 hour calls, helping you with your detailed thought process before you start upending your business and life, and spending a lot of money. And without a pressure deadline to get started.
Real Experiences
There is no one-size-fits-all here. This process starts with you understanding what you want to achieve.
The components we encourage you to consider during this process include:
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Your personal reasons for change and vision for the future
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Whether you want a permanent full time relocation, or a Lite plan B in a location you feel comfortable
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Whether you are looking for city life, a beach getaway or sustainable farm life (I have experience with all 3)
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Employment/business/tax structure
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Countries and languages within your comfort zone
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Whether you are looking to add a citizenship, or just gain an additional optional residency
To develop your plan, we will give you important information and research resources to think deeply about, connect with others, work through your business and income transition strategy, consider your family situation, and even fly out to experience locations.
OUR SERVICES
Our Services
FREE CONSULTATION
25 min
Going Global-Planning
Tell us your objectives, and we will help you find options and solutions and help you get comfortable with how your business and life will change
My Personal Rolodex
Working Session
Whatever you are stuck on, We can sit down and work it through together. No pressure, no deadlines, no bulk fixed fees
Real Estate and Legal
Realtor, Legal, knowledgebase and personal experience resources in Paraguay, Dubai, Puerto Rico, Costa Rica, personal tours in Paraguay.
Security Consultation
For additional peace of mind
Offshore Banking
Practical and inexpensive ways of solving the offshore banking issue.
Structures + Strategies
Pros and cons of various legal structures and residency strategies, and our thoughts on whether you need them at all.
Scenarios
Each client's goals are different, here are some potential scenarios
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We are primarily* a planning service to help you explore the global path that is best for you, but there are several things we dont do...
We do not do managed plan implementation, set up residencies, set up trusts, set up corporate entities or bank accounts, brokerage or gold custody accounts. We also do not give expert advice on international tax positions.
* In Paraguay we provide "boots on the ground" real estate search and acquisition consulting targeting Paraguay pricing not "foreigner" pricing you will get through the local realtor agencies. Negotiations in Guarani, but with top level legal support. Hands-on assistance as well as in-person introductions and personalized city and countryside tours teaching local customs, if requested.