Strategic Tax Residency Consultation

What It Is

The Strategic Consultation is designed for those with a complex situation who want to understand before acting.

You may have assets spread across multiple countries, a business structure that needs unwinding, real estate that affects your exit timeline, or wealth that needs protection before you make any move.

In 90 minutes, we build a clear picture: how to exit your current tax system cleanly, what your realistic timeline looks like, which destination fits your specific profile, and how to handle assets during the transition. This is not a sales call for Panama or Paraguay services.

What's Included

• Before the session: Detailed preliminary questionnaire to understand your situation. You complete it at your pace, I study it before our call.
• During the session: 90 minutes dedicated entirely to you. We analyze your financial, tax, and personal situation. We discuss options, risks, timelines. I answer all your questions.
• After the session: Written strategic document with personalized roadmap. 15 days of email follow-up for additional questions.

Important: Jurisdiction-Agnostic

This consultation is not a disguised sales pitch for Panama or Paraguay.

I help you understand what makes sense for YOUR situation. If Panama or Paraguay are the right choice, I'll tell you. If another jurisdiction works better, I'll tell you that too.

I'd rather give you honest advice and lose you as an implementation client than sell you something wrong.

Who Is It For

The consultation is designed for:

• Those with assets spread across multiple countries to reorganize during transition
• Those with existing corporate structures to consider
• Those liquidating real estate, crypto, or a business
• Those who haven't decided on a destination and want to compare options
• Those who want to be sure they're doing things right before moving

If you already know what you want and have a simple situation, you probably don't need this. You can proceed directly with implementation.