Private Advisory
One family. Multiple jurisdictions. One coordinated strategy.
For clients whose position no longer fits one country: a Plan A, B and C designed together, sequenced deliberately, and reviewed as circumstances change.
Before you apply
For a life that spans jurisdictions.
Qualification criteria
- Founders, investors and families with USD 2 million or more in net worth.
- A situation spanning multiple jurisdictions, with a need for coordinated residence and citizenship planning.
- A long-term perspective, with time to sequence decisions and review the strategy as circumstances change.
This fits when
- A complex international situation spans more than one jurisdiction.
- A Plan A, B and C needs to be considered together.
- Sequencing, risk monitoring, or professional coordination shape the decision.
This is not the fit when
- A single program is the only question to resolve.
- Independent legal, tax, banking, or investment advice is required.
Plan A, B and C
A place for every part of your life.
Plan A
Your primary base: where daily life, business and family work best today.
Plan B
Your alternative: a second residence or citizenship prepared before circumstances change.
Plan C
Your contingency: the sequence, access and practical arrangements that make your options usable.
The engagement, in four phases
From perspective to a practical plan.
- 01
Discovery
A private discovery workshop maps your jurisdictional ties, family needs and long-term objectives.
- 02
Blueprint
Rafael develops a coordinated roadmap, comparing pathways and the order in which to pursue them.
- 03
Implementation
Your team coordinates local professionals, application steps and deadlines across jurisdictions.
- 04
Ongoing Review
The engagement includes 12 months of strategic support and quarterly reviews as your needs evolve.
Rafael's role
Work directly with Rafael.
Rafael leads strategy and is directly involved in Private Advisory engagements.
Founder of Wealthy Expat, leading the company's public education and private advisory.
- Countries visited
- 100+
- Founder-reported
- YouTube subscribers
- 230K+
- Public channel, @WealthyExpat
- Clients advised
- 1,000+
- Company-reported
Application
A short application, reviewed personally.
Tell us about your situation, the jurisdictions you are considering and what you want to achieve. Our team will review the fit for a private engagement.