Consult with Me, One-on-One

Stop overcomplicating, second-guessing, or giving in to “information paralysis” … Let’s sit down together (online), and I’ll help you create a custom blueprint for your international goals... second passports, tax, travel, retirement, estate, business, and more…

Dear Reader,

If, like lots of International Living members, you’re eager to spend time overseas and you want to be sure you “do it right”... I’d like to help you—one-on-one—to sort through your best options.

It can be a complicated prospect, I know... and you want to be sure you don’t make costly missteps or miss out on opportunities to better secure and grow your wealth.

If you are ready to build a life where you set the rules on where and when you can access your money… how much you pay in tax… where you can live and travel…

... a life where you are in control of the types of investments you can make… the amount of income you can earn (including on your savings account)… the type of retirement program you can access...

... a life where you have a say in how much you pay for healthcare (and what standard of care you get)… what kind of legacy you leave behind for you kids… and lots more…

... then let’s sit down together for an in-depth chat. You can secure a spot to consult with me here at the bottom of this page.

Now, I’ll say right up front here: This consulting service won’t be right for everybody.

This is for you if you need help understanding how to make the advantages of an “internationalized” life work with your specific situation.

It is for you if, for instance... 

• You’d like to have a second passport, but you need help with your options– especially if you want to be sure your passport fits your travel, retirement, and financial goals (and estate plans). For example, you’d like access to Europe... but aren’t sure if actually being a citizen in (typically) high-tax Europe is a good idea. Or maybe you want to diversify away from the U.S. and Europe entirely. Where, then, do you go?

• You’re interested in investing in foreign real estate but you’d like to know the risks and advantages of specific markets OR the best way to hold your property—for example, you might want to hold foreign real estate in an IRA… or use your property to move wealth outside the US… or use it to generate income… all viable options depending your specific situation.

• You’re interested in using overseas residency to lower or eliminate your taxes... but you’re not sure what country would make the most sense...

• You want to store gold or other assets overseas… or invest in new overseas assets…but it’s unclear how or where to safely, legally make that happen...

• You like the idea of having a foreign bank account... to open up new investments, hold currencies other than the US Dollar, or protect yourself from a banking disruption back home…

• You’d like to understand the foreignlegal structures you can use to better protect your assets, your house, your business, your foreign property... you want to know where the guardrails are, the benefits, the costs, and any drawbacks...

• You want to know how to navigate the tax and reporting implicationsthat come with foreign holdings so that you stay well within the bounds of the law and benefit from a more global stance without taking costly missteps by accident...

• You’d like to establish a new business overseasbut need help figuring out where and how…

• You want to pass the advantages of global diversification on to your heirs such as children and grandchildren…

If any of these are of concern for you, I can help…

My Mission: To Make Your Life Simpler, Safer, and Freer … Not More Complicated

Simplicity – that’s probably the biggest benefit I can offer you in a personal consultation. I try to give you every tool you need in Global Citizen. But I also realize that there are a LOT of tools to choose from and not every tool will work for every person.

In our on-on-one consults, I’ll work with you to create a custom blueprint. Then I’ll connect you with the right experts who can help you put that plan into action... things should be reasonably "plug and play" from there.

To be clear, I am not an attorney. I’m not a financial advisor. I’m not a banker. I’m not a tax expert. I am not going to draw up any contracts or tell you precisely how your portfolio should be allocated or open any accounts for you. I can’t give you personalized investment advice.

What I can do is help you with the master plan… then plug in the right contacts – trusted, reliable – to make it happen.

These contacts, by the way, are among the world’s top experts in their fields – people who can do everything from storing your gold offshore, to arranging the purchase of a new passport, to setting up rock solid offshore trusts, to residency, and more. Unlike your typical professional, they don’t just know the laws… they know the people who make the laws.

In short, this is the team you want on your side.

You don’t need to be ultra-wealthy to make use of a consultation with me or avail of their services.

By way of full disclosure: International Living may earn a referral fee when I refer you to other service providers, and I may receive a portion of that fee. Of course, it's entirely up to you who you choose to work with - I'll always give you my best, independent advice.

Anyone can benefit from diversifying some aspect of their life overseas. In fact, I can think of several “global diversification” strategies that work much better with more modest net worths.

Nor do we need confine our talk to “defense.” We can go on the offense, too.

There are lots of opportunities for investment and wealth creation overseas as well. And while I can’t speak to specific securities, or give personalized investment advice, I can speak to asset categories and providers I trust.

There’s always opportunity someplace in the world.

Let’s take a look at how we’ll work together…

Your 7-Part Consultation Plan

Here’s how it will go…

STEP 1: You reserve your place below with a request for consultation at the bottom of this page.

STEP 2: You fill out the short questionnaire I will send you once your spot is confirmed. I want to understand what you’re interested in doing and why. 

STEP 3: We’ll hop on a 15- to 20-minute pre-consultation call, and I’ll ask you some questions to make sure we’re on the same page in terms of what your goals are.

STEP 4: I’ll go away for a few days and assemble your options, do some added research, and touch base with my contacts. My goal is to arrive at our next consult with everything we need to put the pieces together quickly and efficiently. (I value my time, as I’m sure you do.)

STEP 5: We’ll put the pieces together in two one-on-one sessions of up to 45 minutes each. Splitting the consultation in two allows us to identify key issues so I can research and pinpoint the best solutions, which we’ll finalize in the second meeting.

STEP 6: I’ll make the necessary introductions to your “global diversification team”: professionals around the world who can help you put your game plan into action. No matter what you want to do, you’ll have the best people on your side.

STEP 7: You’ll have an additional 2 weeks of support from me for any follow ups or clarifications. No need to schedule a time. Just shoot me an email.

Look, this stuff is complicated. The rules—and what countries are offering—are constantly changing. It’s not impossible to navigate, but there are laws you don’t want to run afoul of. This is not a fake-it-till-you-make-it situation.

You want to be sure that what you’re doing in one jurisdiction makes sense, considering what you want to do in another. And you need to know when the benefits outweigh the downsides... and when they do not.

I can help you sort through all of that and provide you well-reasoned, well-informed, seasoned guidance.

Space is Limited

I encourage you to grab one right now here below. It’s first come, first served.

Now, the folks who do this sort of consulting for the ultra-wealthy charge tens, even hundreds of thousands for their guidance. I do not. Nor do I work on a “billable hours” basis like a lawyer.

Instead, for a one-on-one consult, I would charge a one-time, flat fee of just $1,299.

But, right now, because you’re in our IL world, I’ll extend an additional savings to you.

When you register below right now you can secure your spot for just $1,299 $997.

But again, I’m opening only a very limited number slots. I expect these will fill up quickly. If you’re interested, please don’t wait. Scroll down now and click the register button to secure your place.

I look forward to working with you.

Sincerely,

Ted Bauman