Managing your wealth as an expatriate should feel clear and straightforward, empowering you to focus on what matters most. It starts with defining your “enough”—the number which will provide you with financial security that supports your and your family's ambitions, and gives you confidence in the future.
We help you answer three essential questions:
The answers come together in a simple, 1-page executive summary, providing clarity and actionable steps. We design a plan tailored to your unique goals, ensuring stability, efficiency, and sustainable growth—so your wealth works seamlessly for you and your family
Start with a 30-Minute Call
Before committing your time or ours, we’ll schedule a brief, no-obligation call to ensure our expertise aligns with your needs. Think of it as confirming you’re speaking to the right specialist—because you wouldn’t consult a heart surgeon for a hip replacement.
This call helps us understand your situation and determine if we’re the right fit to help you achieve your goals. If not, we’ll gladly guide you toward someone who is.
Meeting to Understand Your Financial Landscape
Your financial future deserves clarity and confidence.
We begin by understanding your goals and reviewing your assets, liabilities, and cross-border tax considerations.
From this, we create a personalized executive summary in simple English with actionable steps that align your wealth with your ambitions, empowering you to make informed decisions and secure your financial future.
The Solution Unveiled
In this pivotal meeting, you’ll receive your personalized 1-page executive summary—clear, concise, and actionable.
We walk you through tailored solutions designed for your goals and unique financial situation, explaining every recommendation in plain English without unnecessary jargon.
This session empowers you with a clear path forward, giving you the confidence to take the next steps toward achieving your vision of success—all focused entirely on you, with no pressure.
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Your success deserves more than standard solutions. Through our network of vetted experts—from tax and legal advisors to lifestyle specialists and coaches—you gain access to white-glove service tailored to your unique needs.
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We arrange for client meetings on a quarterly basis unless otherwise agreed.
If at any point you feel the service we have delivered has not been worth the fee you pay us, then we will refund you our last fee.
Yes, we specialize in wealthy international individuals (expats), entrepreneurs, and families with a global presence. You can find out more here.
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