Helping You...
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Plan your business/income relocation
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Discuss options
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Manage relocation expenses
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Set expectations
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Find the right options for you
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Proprietary decision framework
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Avoid costly mistakes
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English speaking vendors
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Proven channels and vendors
We know how important this is. We take every client's needs personally
Go-Global Decision Playbook
We start with who you are and what you want to achieve, to help you structure the new life or offshore options you are looking for. Flavor of the month country options and tax havens are good to know but knowing the life you want and where you want to be in 5 years involves more fundamental considerations that we will walk you through.
No up-front fees to start talking to us and formulating your plans. Pay as you go for short or long conversations where we share insights, and give you access to our experience and connections, to save you time and money. If we cant help you with something, we will connect you with someone who can.
We give you access to our proprietary decision framework that starts with you and your personal objectives/definition of success, rather than chasing an ever changing list of location-of-the-day. Each location, sublocation and strategy has its own advantages and disadvantages, and we aim to match these to your personal goals and circumstances.
Play01: Should I stay or should I go? - Play02: The Country isn't the decision - Play03: Don't let Tax choose your life - Play04: The five anchors of a Global Life ...... Play 14: The 5-year look-back test.
Pillar 1: Know yourself - Pillar 2: What life do you want? - Pillar 3: What matters most? - Pillar 4: Which Countries fit? - Pillar 5: The Country is only half the decision. - Pillar 6: Income, Real Estate, Networks, Lifestyle - Build your Future. Pillar 7: Dip your toe before you leap.
Specializing in
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Helping you plan a successful relocation
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Access to critical info and resources
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Proven providers and connections
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Residency and citizenship strategies
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Global wealth protection strategies
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Plan B "lite" strategies
Example Locations
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Paraguay, Uruguay, Costa Rica, Puerto Rico, Dubai, Cayman Is, Panama, Greece, Italy, and many others
Every need is different, and your personal goals may lead to different places. We will also share honestly 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 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. 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
We will help you find options to fit your new life.
08.Structures + Strategies
Pros and cons of various legal structures and residency strategies, and our thoughts on whether you need them
09.Independence Thinking and Equipment
How-to convert your windows laptop to Linux OS, installing offline AI models, strategies to control your own data, de-googled phones, MS office alternatives, crypto hard-wallets, offshore metals storage, sustainable food and energy strategies, communications, networks and more
10.Precious Metals Relocation
Call me if this is an interest.
Scenarios
Each client's goals are different, here are some potential scenarios
Palmas del Mar
Puerto Rico
Most people know it as a tax haven, but I found Puerto Rico and the Resort area Palmas del Mar (gated community with 6 miles of coastline) where I lived for 3 years to be a delightful place to be based in a US territory but feel miles away as well. Only 60 miles from US virgin Islands. with easy flights or by boat. Most opt to live by the beach given the Caribbean weather, with the option of busy city high-rise condo beach areas or quieter locals, but mountain sustainable options also. Full range of pricing depending on whether you buy inside or outside resort areas. Spectacular ocean view estates if you are willing to spend a bit more. Possibilities on neighboring islands with daily car ferry, if you don't mind being more remote. I recommend renting first.
Definitely some items to be aware of before committing, but for those with the right circumstances, this can be a very pleasant home with access to western level amenities.
Dubai Marina
Dubai
Dubai has two strategic planes. 1. Business, banking and entity/legal/tax for a global structure and is a BRICS hedge. 2. it is a very pleasant city to have an optional residency in (wartime excepted). The 1st can be a useful part of a global strategy, with the upside that the 2nd should resolve back to the situation pre war. Post-war, I think we will see a more united GCC and middle east with UAE and Saudi Sovereign wealth funds leading the rebuilding and development effort and gaining more influence in the region with support of BRICS partners, and this may be a useful twist to residency and structures based here.
Business friendly, tax friendly, clean and safe with warm weather year-round and a modern beach and marina area at prices that still competitive globally. While its political bias has been towards the US we may see the GCC become more independent and with tax advantages remains a good HQ for a global structure and also a global banking location, plus a pleasant place to visit / do business. For my dollar, I still prefer it strategically to Panama.
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Ojochal
Costa Rica
Many Americans and Canadians here. Prices for pre-built homes in the beach areas are now on the higher end in my opinion, but still the opportunity to buy land and build what you want at a reasonable cost. The home in the picture sold for approx. US$600,000, but you can build smaller for 1/2 that. It is definitely a place you want to do a lot of research before you commit, to ensure long term it will fit your lifestyle, but can be very rewarding if you can find a place that reflects your style and energy at a workable price.
Asuncion
Paraguay
Focusing on Paraguay, both as an example and because I like it enough I chose it for my own home, (exiting US and the Caribbean) - Asuncion, Paraguay surprised me. Modern in the city center, many new high rise modern apartments. People very pleasant, prices some of the lowest in South America, great weather and a comfortable pace of life. I have an apartment in the city, new high-rise building, rooftop pool, gym, 24 hour reception/security, and an interior parking space. Modern apartment prices generally start around US$60,000 for a studio, Lots of new development both here (borders Argentina) and in the second-largest city Cuidad del Easte, on the Brazil Border.
Farm and rural properties
Paraguay
In addition to my apartment I also have a 25 acre rural property in Paraguay. Prices are still extremely cheap and a wide variety of properties available in the US$150,000-250,000 range and up that could serve as small to medium sized sustainable farms. Our real estate service can help you find off market "no-middleman" deals the large agents cant get because of their fee structure. We also have experience with city condo deals and private gated communities. We are independent of the large agencies who tend to have a seller bias and many don't want to deal with foreign languages, or buyers who don't understand the local real estate process.
Modern gated residential communities
Paraguay
Paraguay has many planned resort communities built by developer companies, usually on the outskirts of larger cities. Onsite security and gated access. Many with lakes and restaurants, and resort-style pools. Buy something pre-built or choose your land plot and build something modern and new. The rendering above I had an architect draw up and would manage the build, with pool and land plot with lake view, in a community near Cuidad del Este- for approx. US$250,000-300,000. New-built condos as low as US$50,000. Prices for the land plot are higher in communities closer to Asuncion.