
Helping You...
-
Plan your business/income relocation
-
Manage relocation expenses
-
Early plan and first steps
-
Set expectations
-
Find the right options for you
-
Plan B scenarios
-
Avoid costly mistakes
-
Find English speaking vendors
-
Find vendors that perform
Specializing in
-
Dubai
-
Puerto Rico
-
Paraguay
-
Costa Rica
-
Helping you plan a successful relocation
-
Strategic relocations or Plan B "Lite"
-
Residency and citizenship strategies
-
Global wealth protection strategies
....but we have many connections and analyses beyond these and many of our recommendations 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
Today many people are looking for global alternatives, and for a variety of different reasons.
My goal is to allow you to leverage the experience and knowledge I have gained in my own relocation journey, but at a fraction of the 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, how to shortcut decisions some get stuck on, avoid common pitfalls and give practical methods to achieve your goals.
I entered Puerto Rico, Costa Rica, Dubai and Paraguay (business entities in each 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.
I can help unpack some of the complexities to make your path more direct and therfore more efficient both in terms of cost and time.
We specialize in businesses and individuals with net worth under $1 million USD.
What We Offer
Through our services we share our:
-
Data to help Decision making
-
Our personal findings and experiences
-
Contact lists
-
Lists of things to consider
-
Help you avoid common pitfalls
-
Lite options vs. full global structure
-
Common global wealth strategies
We can also provide real live support in certain locations such as:
-
Live introductions
-
Real estate on-the ground assistance
-
Farmland purchase and lifestyle guide
-
Legal resources in each country
-
English speaking resources
-
City and farm tours
-
Security advisory services
I focus on what the others don't - mentoring you through the up-front planning process, and without the big fixed fees - more than just a couple of phone 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:
-
Your personal reasons for change and vision for the future
-
Whether you want a permanent full time relocation, or a Lite plan B in a location you feel comfortable
-
Your primary focus - financial, health, freedoms, optionality, lifestyle
-
Whether you are looking for city life, a beach getaway or sustainable farm life (I have experience with all 3), or somethin else
-
Employment/business/tax structure
-
Countries and languages within your comfort zone
-
Whether you are looking to add a citizenship or an additional optional residency, or relocate as an expat without these.
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

INITIAL CONSULTATION
Just $49 for a 25 min initial informal call to discuss anything you would like - Click on one of the buttons and contact us.

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 $150/30 minutes.

My Personal Rolodex
English speaking lawyers, accountants and real estate agents and more, in each country that I have used personally and can recommend. Introductions in person or by phone.

Working Session
Whatever you are stuck on, We can sit down and work it through together. No pressure, no deadlines, no bulk fixed fees $150/30 minute bite sized sessions to help you work through bottlenecks in your process.

Real Estate and Legal
Realtor and Legal, knowledgebase and personal experience resources in Paraguay, Dubai, Puerto Rico, Costa Rica. South America has its own quirks in the RE process. Agents in Paraguay rarely speak English, and tend to have a seller bias, which is where we can help. Personal tours and search for unadvertised deals in Paraguay. Ability to access "no-middleman" deals the RE companies cant.

Security Consultation
For additional peace of mind. Our security consultant has operated at and for the Trump 2016 White House, but is now available and can assist with basic skills and advisory matters, and how to approach being in an unfamiliar environment. Experience in global multi-asset protection. 30 minute consultation sessions from $250. Detailed video and satellite assessments of property or situational matters available, plus in person assistance. Fluent English/Spanish.

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
Scenarios
Each client's goals are different, here are some potential scenarios
We are primarily* a planning service to help you explore the global path that is best for you, but there are some things we dont do...
We do not do fixed fee managed plan implementation as we think that creates the potential for inefficiency and conflict of interest. Instead we provide reasonable prices for bite-sized helpful sessions and referrals to keep your process moving forward. While we provide our personal opinion on possible strategies for international banking and legal structures, we do not participate in the actual set-up process.
* 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. We speak Guarani and Spanish for farmland negotiations, but with top level legal support. Hands-on assistance as well as in-person introductions and personalized city and countryside tours teaching local customs.



.jpg)


