OUR SERVICES

We help our clients to build holistic offshore plans with a focus on tax reduction, second residences, citizenship by investment, international real estate investment, and wealth diversification. Our investment migration services cater to entrepreneurs and investors looking to live the Offshore Freedom lifestyle. We have strategic partnerships worldwide to ensure our clients have access to the best opportunities for tax efficiency, asset protection, global residency and lifestyle enhancement.

Global Solutions

TAX REDUCTION

Explore options worldwide for personal and corporate tax planning and let our team help design your holistic plan

REAL ESTATE

Leverage our experience and strong track record to help you source, analyze and grow your portfolio internationally

GLOBAL RESIDENCY

Helping you choose second residency and citizenship by investment programs to meet unique requirements

ASSET MANAGEMENT

Invest in professionally managed fund products and let our expert team help mitigate risks through diversification

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APPLY TO WORK WITH OUR TEAM

Our services are designed to meet the needs of successful entrepreneurs and investors. We generally accept clients with an annual income of at least US$250,000 or a liquid net worth of US$1,000,000 or more.

BOOK A CALL WITH DAN MERRIAM

Speak with our founder directly and ask questions and get answers about tax planning, banking, international real estate, wealth diversification, global residency, second residencies, and citizenship by investment.