Written Strategy Assessment

A written assessment of your tax, residency, and international structuring options

Personalized · Delivered in Writing

Clarity for Your International Strategy

A structured assessment of your tax, residency, and asset protection options

Based on the information you provide, we prepare a clear and realistic written assessment outlining practical ways to reduce your tax exposure and reliance on a single country through a more deliberate international structure.

We review your goals, priorities, and constraints, then show you which options make the most strategic sense.

The assessment is for people who want to act before new rules, deadlines, or changing circumstances reduce their options.

You receive the assessment in writing, without scheduling a call.

What We Assess

Exit Planning & Tax Residency

Review of your tax exposure and ties to your current home country
Initial review of exit taxation, deemed-disposal issues, and Germany’s extended non-resident tax rules
Realistic exit routes from your current country — including risks and structures to avoid

International Lifestyle & Residency Strategy

A genuine home base versus a perpetual-traveler setup
Residencies as security and tax-planning flags
Review based on your lifestyle, family situation, and business

Company & Income Structure

A company structure suited to your business model
EU versus non-EU jurisdictions: substance, control, and liability risks
Preparation for later implementation

Tax Strategy — Legal and Sustainable

Separating the personal and corporate tax levels
Where a 0% tax outcome may be realistic — and at which level
Which types of income are usually taxed where the activity takes place

Asset Protection & International Diversification

Banking and crypto arrangements
Crypto, precious metals, and tangible assets as part of a broader protection strategy
Holding and separation structures designed to reduce liability and concentration risk

Second Citizenship & Passport Options

Which citizenship and passport options may create genuine flexibility
A realistic review of timing, cost, and feasibility
Building lawful long-term alternatives in response to military-service exposure and citizenship-based taxation

Written Strategy Assessment

A practical first step toward a more internationally diversified structure.

Based on the information you provide, we prepare a personalized written assessment explaining which international options are worth considering, which risks you should be aware of, and which next steps may fit your situation.

✅ Your international roadmap — with the main tax risks clearly identified
✅ Legal tax reduction through structure rather than shortcuts
✅ Asset protection through international diversification

After the assessment, you will understand:

Which tax strategies may be realistic for your situation — and which are not
Which company structures and jurisdictions may fit your business model
How to structure your assets, income, and residency more effectively
Which next steps are worth considering — and which approaches you should avoid

You provide your current situation, goals, and priorities through a structured questionnaire.
We then send your personalized strategy assessment by email, without scheduling a call.

The service includes one written assessment based on the information you provide.

How the Strategy Assessment Works

From booking to receiving your personalized written assessment

You tell us about your situation and the questions you want addressed. We review your information and prepare the findings in writing.

Order Your Strategy Assessment

You order the Written Strategy Assessment. Once your order is complete, we email you the next steps.

Tell Us About Your Situation

We email you a structured request for details about your personal situation, existing arrangements, goals, and specific questions.

Receive Your Strategy Assessment

We review the information you provide, research the relevant issues, and send your personalized strategy assessment by email.

Get Started

Receive a written strategy assessment tailored to your situation

We review your information, assess your options realistically, and show you where better structure can create genuine flexibility.

Taxes are not inevitable.
Freedom starts with the right structure.

Price: 99 EUR

Get Your Strategy Assessment