// Consultation

Let's Talk About
Your Situation

30 minutes. Honest assessment. No sales pressure. We'll tell you what's possible — and what isn't.

Want to understand what you're signing up for first? See how our process works →

Book Your Consultation

Fill in your details and we'll send you a calendar invite with video call link.

You'll hear from us within 48 hours.

You'll receive a calendar invite with video call details at the email address above. Free. No obligation.

What to Expect

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We Listen First

Tell us about your situation — business model, income sources, nationality, tax residency, goals, and concerns. The more we understand, the better our advice.

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Honest Assessment

We'll tell you straight: what's achievable, what isn't, what the realistic costs and timelines look like, and whether offshore structuring even makes sense for your case.

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Clear Next Steps

If there's a fit, you'll leave with a clear picture of the recommended structure, approximate costs, and what happens next. If there isn't — we'll tell you that too.

// Who Books a Consultation

Common Situations We Assess

Every consultation is tailored to your specific case. These are the most common assessment types we run in 30 minutes.

Traders & Investors

FX traders, crypto traders, prop firm participants, stock and options traders, and prediction market traders. We assess your trading entity options by jurisdiction, review broker acceptance, map CFC rules for your home country, and give honest numbers on what restructuring would save — or whether it wouldn't.

Digital Business Owners

SaaS founders, YouTubers and content creators, Amazon FBA sellers, AI agent developers, and location-independent freelancers or consultants. We map your IP to the right holding structure, review each revenue stream, identify CFC exposure from your home country, and explain whether genuine relocation is required.

Compliance & Legacy Structures

Entrepreneurs with offshore structures set up before CRS automatic reporting changed the rules in 2017. We audit for substance failures, economic activity requirements, UBO register obligations, and FATCA exposure — and identify the safest path forward, including voluntary disclosure where it applies.

Wealth, Banking & Estate

High-net-worth individuals and families managing cross-border assets. We assess offshore banking fit (minimums, jurisdiction, regulatory type), estate tax exposure by home country, and where applicable, multi-generational trust structures such as Cook Islands dynasty trusts and Rockefeller Waterfall arrangements.

// Come Prepared

To Get the Most From Your Call

Think about these before we talk:

Your Primary Goal

Tax reduction? Asset protection? Business restructuring? Global mobility? Second passport? Knowing your priority helps us focus.

Your Current Setup

Where are you tax resident? What's your nationality? How is your business currently structured? Any existing offshore entities?

Your Business Model

How do you earn? Where are your clients? What platforms do you use? Is your income truly location-independent?

Your Timeline

Is this urgent (lawsuit pending, tax year ending) or strategic (planning 1-2 years ahead)? Timing changes recommendations.

Questions About the Consultation

Absolutely. Everything discussed is confidential. We don't share your information with anyone. Period.

No. We assess your situation and give honest advice. If offshore isn't right for you, we'll say so. We'd rather build trust than force a sale.

That's fine. Many clients start with a consultation months or years before taking action. Getting informed early means better decisions later.

General ranges are enough for an initial assessment. We don't need exact figures — ballpark income, net worth range, and business revenue help us give better advice.