Our Process

A concierge workflow, built for consequential moves.

Four disciplined phases. One senior advisor. Zero surprises. This is how we take a family from first conversation to residency card in hand.

01 · Week 1

Discovery

A confidential intake call to map your goals, family footprint, tax residency, and risk tolerance. You leave with a shortlist of viable jurisdictions — no obligation.

02 · Weeks 2–3

Strategy

We model the tax, legal, and lifestyle implications of each route side-by-side and issue a written strategy memo with your recommended primary and backup jurisdiction.

03 · Months 1–6

Execution

Vetted local counsel, banking introductions, property or fund selection, and end-to-end filing management. You have one project lead and a single point of accountability.

04 · Year 1+

Integration

Landing, tax registration, schooling, healthcare, and renewals. We stay engaged as your circumstances — and the regulations — evolve.

01 · Week 1
Discovery
A confidential intake call to map your goals, family footprint, tax residency, and risk tolerance. You leave with a shortlist of viable jurisdictions — no obligation.
02 · Weeks 2–3
Strategy
We model the tax, legal, and lifestyle implications of each route side-by-side and issue a written strategy memo with your recommended primary and backup jurisdiction.
03 · Months 1–6
Execution
Vetted local counsel, banking introductions, property or fund selection, and end-to-end filing management. You have one project lead and a single point of accountability.
04 · Year 1+
Integration
Landing, tax registration, schooling, healthcare, and renewals. We stay engaged as your circumstances — and the regulations — evolve.

Ready to begin at Discovery?

Book a complimentary 30-minute call with a senior residency strategist.

Book a Consultation