
Helping You...
-
Plan your business/income relocation
-
Manage relocation expenses
-
Plan and first steps
-
Set expectations
-
Find the right options for you
-
Plan B scenarios
-
Avoid costly mistakes
-
English speaking vendors
-
Proven channels and vendors
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
....We also have many connections and analyses beyond these locations and many of our recommendations will apply to any location.
Why not Italy, Greece or Japan, or Spain or Portugal, Montenegro or Albania? While every need is different, and your personal goals may lead to different places, 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 boots on the ground, making calls, and by networking with others doing the same. But the planning and research took me a lot of time, many travel missions, and a research assistant, and my path changed several times.
I can help unpack some of the complexities to make your path more direct and therefore more efficient both in terms of cost and time.
Without the large upfront fees of many other vendors, we are structured to provide information to those trying to make difficult decisions on a budget.
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 - helping you with your detailed thought process and contact lists. 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 ready to use only if needed.
-
Your primary focus - financial, health, freedoms, optionality, lifestyle
-
Whether you are looking for city life, a beach getaway or sustainable farm life (we have experience with all 3), or something 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 about, connect with others, work through your transition strategy, consider your family situation, and even fly out to experience locations.
OUR SERVICES
01.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.
02.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.
03.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.
04.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.
05.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.
06.Security Consultation
The locations we recommend are generally safe. For additional peace of mind, our security consultant has operated at the US 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.
07.Offshore Banking
Practical and inexpensive ways of solving the offshore banking issue.
08.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



.jpg)


