Becoming a Client

Making a decision that has enormous impact on your life is not easy. When it involves your future (and the future of loved ones, a business or a legacy), the stakes are even higher. The whole process can feel overwhelming.

We agree.

Deciding who to trust and what your best next steps are cannot be determined from a single interaction. Our advisory service model honors this truth. So, our process for becoming a client does too.

 

Our Approach

For international professionals, particularly those connected to the United States, managing wealth across borders requires more than just standard financial advice. It demands an integrated approach that considers every aspect of your financial life.

Through our proprietary methodologies, we transform complexity into clarity, helping you make confident decisions about your financial future.

Two Paths To Start Your Journey

Currently Available: 1 Slot

Strategic Tax Planning

For Time-Sensitive Decisions & Specific Situations

Designed for:

  • Planning a move to the United States
  • Evaluating international equity compensation
  • When you need current year tax projections due to life changes
  • Seeking clarity on specific tax implications
January 2026 Start: 3 Slots Available

Comprehensive Life+Wealth Advisory

For Ongoing Optimization & Integrated Management

Designed for:

  • Dual nationals or US citizens abroad
  • International executives with complex compensation
  • Those seeking ongoing cross-border optimization
  • Professionals who value integrated wealth management

Schedule an Introductory Conversation

Connect with us today to let us know how we can help.

SCHEDULE NOW

Which Path is Right For You?

Choose Strategic Tax Planning if:

  • You're facing time-sensitive financial decisions
  • You need clarity on specific tax implications
  • You're planning a significant life change
  • You want to experience our approach while addressing immediate needs

Choose Comprehensive Advisory if:

  • You want ongoing optimization across all financial areas
  • You need integrated tax, investment, and wealth management
  • You value having one trusted team handling everything
  • You recognize the importance of continuous monitoring and adjustments because you understand that change is constant                      

What to Expect

Our process is designed to respect your time while ensuring we can deliver exceptional value.

The initial consultation allows both parties to confirm the potential for meaningful impact.

If we determine our services match your needs, you'll be invited to Your Best Next Plan Consultation, where we'll develop a clear picture of your optimal path forward, including a custom fee quote based on your specific situation.

Our Process

1

Initial Consultation

A brief 10-15 minute professional discussion

Understand your situation and confirm alignment

Determine appropriate next steps

2

Your Best Next Plan Consultation

Deep dive into your specific situation

Assessment of complexity and value potential

Clear recommendation for your optimal service path

Custom fee quote based on your specific situation

Detailed discussion of next steps and timing

Schedule an Introductory Conversation

Connect with us today to let us know how we can help.

SCHEDULE NOW