Strategic Tax Residency Consultation

What It Is

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

Maybe you have significant assets — real estate to liquidate, crypto, a business to reorganize. Maybe you have existing corporate structures to consider. Maybe you haven't decided whether Panama, Paraguay, or something else is right.

In 90 minutes, we analyze your situation together and build a clear roadmap: how to exit your current tax system correctly, what the timelines are, which destination best fits you, how to manage assets during the transition.

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 significant assets 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.