WOULD YOU LIKE MY TEAM TO HELP YOU?

My team and I have helped hundreds of people move their business overseas, legally reduced their taxes, become dual citizens, bank and investment offshore, and create a life of financial and personal freedom.

WOULD YOU LIKE MY TEAM TO HELP YOU?

My team and I have helped hundreds of people move their business overseas, legally reduced their taxes, become dual citizens, bank and investment offshore, and create a life of financial and personal freedom.

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take your company to the next level

our process part 1: strategy

First steps is very important

The first thing to do is create a Plan so we know what we’re doing. Most people run around like crazy collecting random stuff that doesn’t solve their real problem. Even worse, they buy stuff they don’t need because they didn’t have an impartial advisor.

I had to learn this stuff the hard way, and I’ve spent the last four years building my skills to hone in on exactly what you need, both financially and as a human being.

That means I will actually listen to you and seek to understand every area of your situation. Then I’ll give you a mix of practical knowledge and real-life experience.

apply

Complete our tried-and-true application. It takes 15-20 minutes and will help us make sure you’re a good fit. You’ll discover your real needs and be honest with yourself about what matters. Get a response within 3-4 days.

assess

Once approved, you’ll schedule a call to assess your situation 1-on-1. My team will ask questions about your specific wants and needs and answer any questions you have. If we decide to work together, you’ll pay our fee and we’ll start working.

diagnose

We’ll begin our multi-week diagnostic process. I’ll personally gather information about every detail of your situation to provide a proper diagnosis. No detail will be left out. You’ll spend about five hours on the phone, and we’ll handle the rest behind the scenes.

present

Our diagnostic work will culminate with a phone call where we’ll present your holistic Plan step-by-step. Every detail will be covered, from specific bank names, neighborhoods, and structures. Ask any questions you want, and we’ll follow-up with a 40-page written Plan after the call.

our process part 2: execution

First steps is very important

Once your bespoke Plan is created, you will have the option to execute it alone or with our help.

In business, success is all about execution, and the offshore world is no different. Most people fail because they focus on theories, rather than results.

My team and I understand how all of the puzzle pieces fit together, and once we have a cohesive Plan, we’d be happy to help you execute it in a matter of months, not years.

 

global network

You’ll be plugged into our global network of more than 1,100 bankers, attorneys, accountants, and other professionals. I’ve found the best and ditched the rest. We’ll save time by getting things done quickly.

global network

Going offshore can be scary. Not only can we support you during this life change; we also help with any questions along the way. We’ve done the research on everything from pet passports to shipping cars overseas.

coordination

You probably don’t want to spend your time coordinating lawyers in Hong Kong with accountants in Canada with citizenship experts in St. Lucia. We liaise between all of the necessary vendors and speak to them in a way that they understand.

paperwork

Going offshore means bureaucracy and paperwork. We’ve created streamlined processes to do this for you; we can even order birth certificates and other documents so you don’t have to. Then we’ll fill everything out for your signature.

Join Over 5,000 Companies from Small Business to Enterprise

we only work with certain type of clientan

My team and I love helping people who are nice, fun to work with, and (most importantly) are committed. You’re likely a good fit if:

YOU'RE COMMITED

Working with us isn’t cheap, but it’s a lot cheaper than staying where you are. I work exclusively with people for whom I can earn an excellent ROI. I’m 100% committed to your success. You also need to be 100% committed to doing what it takes to succeed.

YOU'RE COACHABLE

I’ve honed my diagnostic process after working with hundreds of people like you. My job is to consider all of your needs and wants. That said, there are times I will tell you “You need to do THIS”, and you need to be ready to listen if you want to succeed.

YOU'RE ETHICAL

My approach involves doing things the 100% legal, 100% right way. I keep my promises and expect you to, as well. If you don’t believe in keeping your word, I won’t help you.

THEY STARTED RIGHT WHERE YOU ARE

AN ENTIRE TEAM TO HELP YOU

In addition to a dedicated in-house team, we have also collected a network of more than 1,200 bankers, accountants, lawyers, and other professionals who help us create and execute each bespoke Plan.

julien sicard

CEO

tamar hela

CEO of The Genius Group

gabrielle awiten

Head of Client Success

charmie amilasan

Project Manager

kim callagan

Sales Director

ADOLFO

Sales Director