Global Strategy Program

A premium service for entrepreneurs and investors seeking tax-efficient global structures, second citizenship or residency options, and offshore banking solutions. We create a clear, personalized roadmap to help you protect your assets, reduce taxes, and live freely across the globe. Ideal for entrepreneurs with $500,000+ in annual income or $1M or more in net worth seeking a trusted partner in global mobility and financial independence.

The 3 Pillars of the Program

EXIT-ENTRY STRATEGY

Depending on your profile, we analyze your exit and entry strategy into the global arena based on your current jurisdiction regulations and profile.

GLOBAL BUSINESS STRATEGY

We explore all possible 2nd citizenship and residency options. Our goal is to identify and optimize your ideal global lifestyle.

Tailored multi-incorporation and multi-jurisdictional tax and asset protection strategies for you and your business.

GLOBAL MOBILITY

Exit–Entry Strategy

The 1st Pillar

Your journey to global freedom starts with a smart exit. We provide an in-depth legal and tax analysis of your departure from your current jurisdiction and your entry into international structuring. This includes a careful review of:

• Exit tax exposure

• Filing requirements before and after relocation

• Citizenship-based vs. residency-based taxation

• Risks of ongoing tax ties (e.g., “tax residency traps,” CFC rules, citizenship-based taxation for U.S. persons)

• Local reporting obligations and timing of severance

Whether you're changing tax residency, preparing for long-term relocation, or planning international incorporation, our Exit–Entry Strategy ensures you don’t leave loose ends behind — and that your next move is tax-optimized, legally sound, and future-ready.

Global Business Strategy

The 2nd Pillar

Build an international structure that works for you — not against you. Our Global Business Strategy is tailored for entrepreneurs, investors, and remote-first companies looking to maximize tax efficiency, protect assets, and scale internationally through smart structuring.

We guide you through a personalized, multi-jurisdictional blueprint that aligns with your goals, business model, and lifestyle.

Key Elements Include:

• Jurisdiction selection based on industry, risk profile, banking access, and compliance environment

• Multi-entity strategy across tax-friendly and operationally efficient jurisdictions

• Offshore & international banking coordination with stable, trusted institutions

• Corporate structure design for legal protection, confidentiality, and tax efficiency

• Inter-company agreements and internal invoicing strategies

• Compliance alignment with CRS, CFC rules, and international reporting obligations

• Asset protection mechanisms, including trusts, foundations, and layered holding structures

• Operational flow mapping for cross-border payments, payroll, and service delivery

Whether you're launching your first offshore entity or managing a growing international portfolio, we ensure your structure is future-proof, optimized, and compliant.

Global Mobility

The 3rd Pillar

Freedom isn’t just a dream — it’s a strategy. Our Global Mobility pillar helps you unlock the power of second citizenships and international residencies to expand your lifestyle options, optimize your tax position, and gain geopolitical flexibility.

We design a personalized plan that aligns with your financial profile, personal goals, and global lifestyle preferences — giving you access, security, and long-term mobility.

What’s Included:

• Residency & Citizenship by Investment — Gain legal status through curated programs offering tax and lifestyle advantages

• Residency-for-Lifestyle — Obtain permits in countries ideal for digital nomads, remote entrepreneurs, or family relocation

• Exit planning from high-tax jurisdictions

• Strategic timing of residency/citizenship to minimize tax exposure and maximize travel flexibility

• Cross-border living structure to support a mobile lifestyle without legal or tax missteps

• Visa-free travel and Plan B strategy for increased resilience and optionality

Whether you're seeking greater travel freedom, lifestyle diversification, or long-term security, our Global Mobility service ensures you're equipped to live and operate internationally — on your terms.