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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Find the right options for you
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Plan B scenarios
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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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Residency and citizenship strategies
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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? I love Italy and Greece, and my sister used to have a radio show in Japan and loved the culture. Portugal is ok but for me maybe #10 or 11. Spain, seems to be improving, but still not in my top 10. All very nice places historically, but a relocation or plan B is future looking, and all have very bad economic and demographic positions and outlook, and with strong political links to the same places most of us are relocating from. Beautiful, and possible but you have to ask yourself what is your purpose. Small Caribbean Islands, import their food and all are controlled by someone else. Good as a part of a larger plan for some, but with considerations. A lot of different places can work and you have to know your objectives, climate preferences, finances and worldview.
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.
Puerto Rico - Good for US persons wanting low tax, live 180+ days in Caribbean, keeping US ties and territory, easy US flights, growing crypto community, choice of resort living bubble or mountain life. The main language is Spanish, but in cities and most places can get by with English in combination with attempts with a few Spanish words to show respect. Important to understand the history of PR's relationship with the US from a social and economic perspective, to understand local culture, but can be a good choice. Hosts a US military base, but small relative to PR as a whole.
Dubai - Good HQ for global structure / business entity and remote lifestyle. Solid offshore banking, BRICS hedge, low tax, nice city environment, low to medium cost modern living. good for split with 2nd residency in sustainable location. Can be used to access US markets while not being part of US global tax net. English speaking and very city/western feel. Current situation to watch given situation with Iran, but structural items still strong. The government has shown which way it will lean politically which should be considered, and livability should return after hostilities cease, with the advantage of lowered RE prices. You don't need to live there to benefit from Dubai residency, or a business entity. Many view Dubai and Panama as similar strategic tools, in a relocation toolkit. While both work, my preference is still Dubai currently.
Costa Rica - Good for the beach-life sustainable part of the global plan. Can be resort home by the beach or condo or sustainable mountain life or a mix. Price levels rising a bit but still manageable. Crypto friendly businesses and environment. Can be a chore after a while dealing with rainy season, in spite of the pleasant climate, and mud roads to homes in certain beach areas but choosing condos or near-town properties can solve that to a certain extent. More westerners and some English spoken if preferred to a totally foreign environment. Banks are there but not great, best to have offshore banking to supplement. Good for a 1-step Plan B Lite and people wanting more of a vacation feel.
Paraguay - Low cost of living. Growing economy and infrastructure. Modern pleasant city-center many new skyscrapers and a few western style malls, but also countryside which has a modest culture but workable and very cost-effective farmland if you are looking for a sustainable farm with a modern city very close, so you can have both lives. Restaurants hotels and food - its not Dubai, but good selection western standard in the cities - less in the country areas - plan in advance. Subtropical and warm most of the year but does have seasons. Not a lot of English spoken but people are usually very patient and helpful. Some German and Japanese communities, that have been there 2+ generations. Banks are there but not great, best to have offshore banking to supplement. Paraguay has a very self-sufficient economy and is away from political hotspots. No beach, but resorts have huge 750m pools and can drive to Brazil if you need beach time. Works for a Plan B Lite or a larger part of a global restructure.
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:
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Data to help Decision making
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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. full global structure
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Common global 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
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:
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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 ready to use if needed.
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Your primary focus - financial, health, freedoms, optionality, lifestyle
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Whether you are looking for city life, a beach getaway or sustainable farm life (we have experience with all 3), or something else
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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 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 business and income 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
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.
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
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We are primarily* a planning and information service to help you explore the global path that is best for you.
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. Our team speaks Guarani and Spanish for farmland negotiations, but with top level English-speaking legal support. Hands-on assistance as well as in-person introductions and personalized city and countryside tours teaching local customs.
* In Dubai we can provide in person services, based on needs.
* Our security consultant provides certain in person services, based on needs.