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Strategy session · One hour with JeremyPrivate consulting
Where to live, which passports to hold, where your company sits, where you bank and where your assets are held. These decisions all affect each other, so we plan them together, in the right order, around your life.
- Investment
- US$500
- Length
- 60 minutes
- With
- Jeremy Hartley
- Format
- Google Meet video call
- Credit
- Full fee off any service
The whole picture, not one product
Most firms in this industry handle one piece and never look at the full picture. Every part can look fine by itself and still not fit together, or quietly work against the rest of your life.
Twelve firms, twelve invoices and twelve sets of advice, each looking only at its own piece. Nobody checks that the pieces fit together, and you are left managing all of them.
One team and one plan. Residency, citizenship, property, banking, tax, company, documents and insurance planned together, with our local teams handling each piece, so every decision supports the others and you deal with one point of contact.
Sometimes the best answer is fewer moving parts than you expected. Sometimes it is a program you had not heard of. Occasionally it is to wait. You get our honest view either way.
Plan A, Plan B and Plan C
Good planning does not rely on one country or one outcome. Every session works through three layers, each with its own job.
Where you build your life
Your main base: where you live, where you are tax resident and where your company and banking sit. Chosen for how you actually want to live and earn.
Where you can go if things change
A second residency, ready to use, in a country that does not depend on your Plan A. If rules, taxes or circumstances shift, you already have somewhere to go.
The long term safeguard
A second citizenship, assets held outside any one country, or both. The layer that protects you and your family for decades, not just years.
It is never just about the numbers
Choosing where to live and which passports to hold is a big decision, with a lot of information to work through and many variables to weigh.
- Your family
- Your children’s schooling
- The languages you speak
- Your health
- Your work
- Safety
- Climate
- How you want to live day to day
What a spreadsheet shows
Tax rates, program costs and processing times. Easy to compare, and only part of the story.
What you cannot find online
How things actually work once you arrive, how long simple tasks take, how foreigners are treated, and what changes after the first year. YouTube videos and social media often sensationalise a place and make it look very different from how it really is on the ground. There is a lot of nuance, and very little of it is black and white.
How we close the gap
We have been through these programs ourselves, live in and spend real time in the countries we work with, and have a local team in each jurisdiction. Our advice reflects how each country really operates, not just how it looks on paper. We never sugarcoat anything: we tell you how things really are, so you can make the most informed decision possible.
No generic AI reports
What you will not get
- A generic report generated by AI
- A push towards residencies, citizenships or company structures you do not need
- Options chosen because they make someone money, not because they suit you
We will tell you what is genuinely best for you, your family and your business, even if that means staying where you are and not working together at all.
What you get
- A well thought through report, written for you after the session
- Our recommendations, and the alternatives worth knowing about
- Fixed prices for each step, and realistic timelines
- One holistic plan that ties it all together
We deal with these decisions every day, with our local team of lawyers, accountants, buyer’s agents and real estate agents in every country we work in. The options we present are the best ones available to you, and ones we know work in practice.
How it works
- 01
Book and pay
Choose a time in the calendar and pay the US$500 upfront to confirm it.
- 02
Tell us about you
While booking, you answer a few questions about your citizenships, goals, family, income and assets.
- 03
We prepare
Your answers are reviewed in detail before the call, and we come with the options that suit you already mapped out.
- 04
The session
A 60 minute video meeting. We go through the options with you, answer your questions and make the key decisions together, mapping out every possible pathway, what each one costs and where it leads in the years ahead.
- 05
Your report
Afterwards you receive the full written report: your plan, our recommendations, fixed costs and timelines. If you want us to carry it out, the US$500 comes off our fee.
A good fit if you
- Are weighing more than one country, or a family move
- Run a business or earn internationally and want the structure to match
- Have assets you want to hold and protect across borders
- Want a straight answer from someone who has done it
Not the right session if you
- Are looking for a shortcut around the law or a passport that is not legitimate
- Want to hide income from a tax authority you are obliged to report to
- Only need a quick question answered, which the free intro call covers
- Have already decided and want confirmation rather than advice
A plan that goes past approval
Most advice stops the day the residency card or passport arrives. Yours does not. Your report also covers the practical steps that come after: your local ID and tax number, your driver’s licence, the business and other licences you will need, and the personal and company tax filings that keep you compliant every year.
When you are ready, our local team in each country carries those steps out for you, so the plan you make in the session is the one you actually end up living.
Jeremy Hartley
- 15+ years in businessFrom his first business as a teenager, selling on eBay out of his mother’s garage, to founding, growing and operating multi million dollar companies
- 7 figure exitsBuilt and successfully exited multiple seven figure companies in ecommerce and construction
- 10+ years of travelMore than 60 countries visited and 7 lived in, learning first hand how each country really works, from the government offices to the banks
- 5 languagesPicked up through years of travel and establishing himself in countries across three continents
- Local teamsLawyers, accountants, real estate and buyer’s agents in every country we work in, built up over years on the ground
- Hands onPersonally invested in every client’s plan, and has been through the programs himself, so he knows them from the inside
Jeremy restructured his own life and businesses from the ground up, doing the residencies, banking, company structures and paperwork himself. Every session draws on that experience, not on a script.
Before you book
Is this legal or tax advice?
No. The session is strategic guidance on your options. Where you need a formal legal or tax opinion, our local team of licensed professionals in that country takes care of it.
What happens to the US$500 if I go ahead?
The full amount is credited against any service you engage us for, so the session costs nothing extra if you go ahead.
Can my partner or family join?
Yes. Decisions like these usually involve more than one person, and it helps to have everyone on the same call.
What if I only have a quick question?
Start with the free 15 minute intro call. If your situation needs more, we will suggest a strategy session then.
Not sure yet?
Start with a free 15 minute call. We will look at your situation and tell you honestly whether a strategy session is worth it, or whether a simple quote is all you need.