Relocation Concierge Services
Consulting Services
- 1.1: Consulting Services for Retirees
- 1.2: Consulting Services for Entrepreneurs
- 1.3: Consulting Services for Foreign Citizenship
Procedures
- 2.1: Foreign Tax Residency
- 2.2: Obtaining Foreign Citizenship
- 2.3: Housing Search Abroad (Renting/Buying)
- 2.4: Opening a Business Abroad
1. CONSULTING SERVICES
1.1 Consulting Services for Retirees
Before expatriation as a retiree to one of the many countries we propose, we arrange a one-on-one meeting.
The meeting consists of the following activities:
- analysis of your expectations;
- assessment of your pre-expatriation needs and any critical issues and/or obstacles;
- evaluation of the feasibility of your relocation abroad;
- identification of the pros and cons of the destination(s) on a variety of issues: taxation, rent, cost of living, climate, security, safety, healthcare, etc. (one or more foreign countries, as we can currently suggest up to 18);
- operational relocation planning: timing, logistics, costs, etc.
1.2 Consulting Services for Entrepreneurs
For those who intend to start a business abroad, we provide advice on key issues such as:
- Tax residency;
- Applicable tax brackets;
- Possible benefits and tax breaks;
- Prevention of offshoring issues;
- The most appropriate types of legal entities to establish as an entrepreneur in a foreign country.
Our team includes professionals who specialize in:
- Relocations for natural and legal persons;
- Business internationalization;
- Relations with institutional and ministerial bodies;
- Networking with stakeholders and investors.
Our professionals assist our clients directly in the destination country, ensuring comprehensive support throughout the process.
1.3 Consulting Services for Foreign Citizenship
We provide assistance in the acquisition of a second citizenship through citizenship by investment (CBI) programs in five Caribbean countries.
2. PROCEDURES
2.1 Foreign Tax Residency
Our tax residency abroad assistance service includes:
- Customized pre-expatriation planning;
- Management of bureaucratic and logistical aspects;
- On-site assistance to obtain official documents;
- In-person support at public bodies, offices, police headquarters and banks via our local staff;
- Completion of the bureaucratic process to obtain the requested tax bracket and respective benefits.
In addition, our clients now have access to our online platform so that they can:
- Monitor the status of their paperwork;
- Keep track of ongoing activities and timelines;
- Upload and download documents from any device.
2.2 Obtaining Foreign Citizenship
Assistance obtaining citizenship through government programs that involve investment, which may take the form of a donation, real estate investment or financial investment, depending on the jurisdiction chosen.
2.3 Housing Search abroad (Renting/Buying)
Through this service, you will travel to your destination country to view long-term rentals (contracts of at least one year), which is a prerequisite for starting relocation paperwork, or to view homes for sale.
We will:
- look through real estate listings from agencies, landlords and builders based on the needs you’ve shared with us before departure;
- select homes;
- initiate negotiations;
- organize viewings;
- assign staff members with their own cars to accompany you to visit and evaluate homes and local areas;
- assist you until your rental contract or purchase deed is signed.
2.4 Opening a Business Abroad
- Assistance in choosing the most suitable type of legal entity for your business;
- Preparation and submission of the documents required to open a business;
- Registration with the relevant offices and entities;
- Granting of industry licenses and permits;
- Opening of local corporate bank accounts;
- Management of relations with local tax bureaus;
- Implementation of tax compliance systems;
- Assistance ensuring that tax treaties are applied to avoid double taxation;
- Payroll management and social security compliance;
- Training on local labor regulations;
- Recruitment and selection of qualified local personnel;
- Search for and selection of commercial and manufacturing properties;
- Assistance in lease or purchase agreements;
- Support in setting up utilities and services;
- Establishment of legal and tax domicile;
- Fiscal representation;
- Secretarial and local administration services;
- Accounting and periodic tax returns;
- Routine legal assistance;
- Monitoring of local regulatory changes.
