SERVICES
Consultations
Consultations
30 minutes
A focused session designed to address a client’s top two or three questions about Portugal’s Golden Visa, Italy’s Dolce Visa, PFIC exposure, or cross border regulatory concerns. The call delivers clear explanations, immediate risk orientation, and next step guidance tailored to the client’s situation.
Ideal when a client needs fast clarity without a full diagnostic review.
Consultations
60 minutes
A strategic session focused on the client’s broader investment immigration objectives, cross border constraints, and long range planning variables. The conversation maps viable pathways, highlights structural considerations that shape next steps, and frames what a full diligence engagement would examine in depth.
Ideal for clients who want to understand the landscape before committing to a direction or a larger scope of work.
Private Client Support
for U.S. Investors
A focused advisory engagement for U.S. investors assessing Portugal’s Golden Visa and Italy’s Dolce Visa investment landscape, designed to bring regulatory clarity, PFIC and CFC diagnostics, and strategic decision making into a market where structurally compliant fund options are limited from a U.S. perspective.