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One plan for everything.

Our signature engagement: a private consulting mandate that designs your entire relocation — immigration, tax, property, health, banking, education, lifestyle — into one coherent, actionable plan.

360° plan
Every dimension covered
7 disciplines
One senior consultant
Bespoke document
Yours to keep and act on
Ongoing concierge
Implementation included
( 01 ) — Overview

Relocation fails in the gaps between specialists.

The visa agent doesn't ask about your tax. The property agent doesn't ask about your visa. The bank doesn't ask about either. Expatriation fails in those gaps — and repairing it costs far more than planning ever would.

The Private Relocation Plan closes the gaps. One senior consultant maps your situation across seven disciplines — immigration, tax, real estate, health, banking & investments, education and lifestyle — and delivers a written, prioritised, actionable plan: what to do, in what order, with whom, at what cost.

Then we implement it with you. The plan is not the product — the arrival is.

Scope of service

Inside the plan.

i.

Immigration & residency

Your optimal visa or residency route, sequenced against everything else — because the right visa depends on your tax position, and vice versa.

ii.

Tax & structuring

Where you should be tax-resident, how your income and assets should flow, coordinated with qualified tax counsel in the relevant jurisdictions.

iii.

Real estate

Rent first or buy, where, and in whose name — the property strategy that serves the plan instead of driving it.

iv.

Health & insurance

Cover arranged before you land, with continuity for pre-existing conditions and family members.

v.

Banking & investments

Accounts and structures opened in the right order — personal before corporate, or the reverse, as your situation dictates.

vi.

Education & lifestyle

Schools, neighbourhoods, staff, clubs, drivers — the details that decide whether a relocation becomes a life or an ordeal.

How it works

A clear path, start to finish.

01

Discovery call

A confidential conversation about where you are, where you want to be, and what is standing between the two.

02

Diagnostic

We map your position across all seven disciplines and identify the decisions that matter — and the ones that don't.

03

The Plan

A written document: your strategy, sequenced and costed, with named providers and clear next actions. Yours to keep, whoever executes it.

04

Implementation

Our consultants and partner network execute the plan with you — visa to villa to bank account — until you are simply living it.

Travel documents on a dark desk
Questions, answered

The details that matter.

Who is the plan for?

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Anyone making a consequential international move: founders relocating a company and family, retirees optimising pensions and healthcare, investors diversifying across borders. The more moving parts, the more the plan pays for itself.

How is the engagement priced?

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As a fixed consulting fee, quoted after the discovery call and agreed before work begins. Implementation services — visas, insurance, property — are then charged or commissioned transparently, and you are never obliged to use us for them.

What if I only need one or two pieces?

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Then a full plan is overkill, and we will tell you so. Many clients come for a single service — a visa, a policy, an account — and that is exactly what our individual service lines are for.

How long does it take?

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The plan itself is typically delivered within two to three weeks of the diagnostic. Implementation timelines depend on the jurisdictions involved — a Thailand Privilege visa moves in weeks; a full multi-jurisdiction restructure can take months.

Begin

Let's design your
next chapter.

Request a confidential call back — a senior consultant will reply within 24 hours.

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