Your exit strategy, engineered.
A discreet private-client practice for high-net-worth Americans building a second citizenship, a lower tax base, and a permanent Plan B — designed around your wealth, not a template.
Confidential. We work with a limited number of families each year.
The US is one of two countries that taxes you no matter where you live.
For a high earner or a family with real assets, moving abroad is not a lifestyle choice — it's a financial one. Worldwide taxation, the §877A exit tax, GILTI and PFIC rules, and estate exposure all compound at scale. The right structure — a second passport, a strategic residency, and clean cross-border planning — can protect both your mobility and your balance sheet. Getting it wrong is expensive. This is what we do.
Golden visas and citizenship-by-investment — Malta and the EU, the Caribbean, the UAE — matched to your mobility, family, and tax goals.
Non-dom regimes, territorial and zero-tax jurisdictions, and an honest read on the US exit tax — modeled against your actual net worth.
Cross-border trusts, foundations, holding structures, and private banking — coordinated with vetted, licensed specialists.
A single point of contact managing residency, real estate, schooling, and concierge medicine — so you don't manage any of it.
The routes we place clients into
A short, confidential application. We review fit and reply within two business days.
A private consultation and a bespoke plan — citizenship route, tax structure, timeline, and cost.
We coordinate the licensed specialists and manage the process end to end, discreetly.
Build your Plan B, privately.
If you have significant assets and are serious about a second citizenship or a lower tax base, we should talk.
Apply for Private ClientPlan B Private is an intelligence and concierge service; we coordinate independent, licensed tax, legal, and immigration specialists. Not legal or tax advice.